Patient memos are notes that can be attached to a patient's profile for various purposes. They can be used to keep track of important information, reminders, or any other details that the dental office staff needs to remember or communicate about a patient. CareStack allows the creation of memo templates, which can save time when adding notes to a patient's profile.
Topics Covered
Add Memo to a Patient Profile
Watch this video for a concise summary.
Let's explore how to add a memo to a patient profile.
- Select the patient using the Global Search Bar.
- Click the +Memo quick link.
OR
- Select the patient using the Global Search Bar.
- Click Memo on the left navigation panel.
In the Patient Memo slide-out,
- Select the Memo Type.
- Input the memo content in the Add Memo column.
- To use existing memo templates, select an available template from the Template dropdown. Click here to learn about creating memo templates.
- To attach any documents to the note, click Attach Document.
In the Attach documents modal that appears,
- You can either Drag and drop the file or click Browse.
In case you select Browse,
- Choose the file from the browser.
- Click Open.
An Attach Documents modal will appear,
- Edit the Document Name, if required.
- Select the Document Type.
- Click Upload File.
- The uploaded files will be displayed in the grid below.
- Select the document to attach.
- Click Attach.
A toast notification will appear on the top right stating, 'Attachments Updated.'
- After adding the attachment, click Save, and your memo will be added to the patient.
- Once the memo is created, click Print Memo to generate a printout.
In the Print Memo modal that appears,
- Select Options to Print.
- Select Time Period.
- Click Print.
Tip: Users can enable the browser spell-check option to prevent spelling errors while adding or editing Patient Memos. Click here to learn how to enable spell-check. |
Manage Patient Memos
Watch this video for a concise summary.
To view and manage existing patient memos of a patient profile:
- The Patient Memo slide-out displays all memos added for the patient. Each memo includes a color-coded category, such as General or Communication, for easy identification.
- Utilize the Search Bar to find the intended memo by typing the keyword.
- You can Sort the patient memos in Latest-First or Oldest-First order.
- You can also sort the list by memo categories provided at the top of the slide-out, such as General, Clinical, Communication, etc.
To delete a patient memo,
- Click the Delete Can icon.
A confirmation modal will appear.
- To remove all attachments along with the note, select the Delete Corresponding Attachments option.
- Click Yes to proceed.
To edit an existing patient memo,
- Click the Pencil icon for the intended memo.
- Make the required changes.
- Click Save.
Practices can utilize this simple guide to learn how to easily add or delete patient memos in CareStack.