Notes

Notes can be added to Patient’s profile to be displayed for internal use or for reports and charting purposes.

 Instructions

Follow the below steps to add notes to your patient’s profile.

  1. Select Patient from your Patient List screen.

  2. Click Notes tab.

  3. Click Add Note.

  4. Select the area for the note to be displayed.

    1. Patient List: note will be displayed for internal use.

    2. Report: note will be displayed on reports and charts.

    3. Distribution: note will be displayed when handing packs out in Distribution stage.

    4. None: It will be displayed in the notes tab only.

  5. Click Add.

There can only be one entry for the following areas: Patient List, Report and Distribution.

To edit, simply click on the entry and modify the text field.

To delete a note, simply click on the image-20240629-161342.png icon beside the applicable note.

Add a note to be displayed on your patient list.mp4

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