Trouble completing your care notes? Explore this comprehensive article to create care notes in a few simple steps.
Watch this resourceful video for a comprehensive walkthrough.
Let's get started.
- Search for the patient using the Global Search bar.
- Hover over Clinical > select Chart.
- Select Care Notes.
- Click +Note.
- Utilize the Search bar to find the intended Care Note template.
- Select a Care Note Template.
- Click Add Note.
OR
- You can add multiple Templates If needed.
- Drag and reposition their order from the right side.
- Click Merge & Add.
- Enter your Responses for the Care Note criteria on the left by scrolling down.
- You will see a Green Checkmark against the completed items and a Cautionary Icon for pending items.
- You can preview your notes on the right side. The notes will be color-coded where completed items will be displayed in blue, In-progress items in green, and pending items in red.
Tip: The banner on top informs the users to Press '/' for templates, '+' for smart phrases, '@' for responses in the Add Care Note slide-out. |
- Select the Location, Provider, and Note date under Patient Summary.
- You can link the care note to a Tooth, Area, or Completed Code.
- Click Finalize to confirm the care notes.
- Click Save as Draft to complete the notes later.
Add Care Notes While Charting
For increased convenience while charting, you can add care notes while viewing the odontogram.
Take a look at this tutorial for a brief walkthrough.
Perform the steps below to capture Care Notes while charting.
To open the chart from the Add Care Note slide-out,
- Click the Open in chart icon.
To open the chart from the Add Note from Templates,
- Select a Template
- Click Open in Chart.
- Click the note criteria to enter the response in this mode.
| Tip: You can click Expand to go back to the Add Care Note slide-out. |
- To confirm the note configuration, click on any of the icons shown at the bottom of the care notes.
- Confirm Location, Provider, and other details. Change it to the correct option if needed.
- You can link the care note to a Tooth, Area, or Completed Code.
- Click Add.
- To finalize the note,
- Click on the drop-down menu at the bottom.
- Click Finalize.
In the Warning modal appears,
- Click OK to proceed.
- Once the Care Note is finalized, you can view both the assigned provider and the user who finalized the note.
That is how easy it is to create care notes, and now you know how to take notes while viewing the odontogram.
Next Article: Manage Care Note Templates & Responses
Or, Return to: Discover the Capabilities of Care Notes