This article explains the different options users have when Accessing and Exporting Clinical Notes. Please note users must have the correct Permissions to Access and Export Clinical Notes.
Accessing Clinical Notes From the Calendar
The quickest way to access the Clinical Notes section is from a Patient Booking in the Calendar as if wanting to write one.
For an Appointment, click on the Booking in the Calendar and click Clinical Notes at the top of the appointment window.
For a Class, click on the Class in the Calendar, select the Patient and click Clinical Notes in the right-hand-side menu.
Accessing Clinical Notes without a Booking
To access Clinical Notes without a Booking handy, Clinical Notes can be accessed from the Patient Profile.
1. Head to Patients to find the Patient's Profile. See Finding a Patient's Profile for more assistance.
2. Click on Clinical Notes.
3. Select the Case.
The Clinical Note section will be displayed.
To display Clinical Notes for all of the Patient's Cases by ticking the All Cases option.
Exporting Clinical Notes
If you must send Clinical Notes to the Patient or someone else involved in the Patient's care, it is possible to Print or Email the Notes.
1. From the Patient's Clinical Notes section, click Print/Email at the bottom of the History section.
2. Select the Date of the Clinical Note that will be exported.
3. Optionally, choose to Exclude discharge notes or Separate page per notes on print to print each Clinical Note on a single page.
4. Choose to Order Clinical Notes by Last Modified Date or Finalisation Date.
5. Click on the green button to Export.
6. A preview of the exported Clinical Note will be displayed. Click Email or Print in the bottom right corner and follow the prompts.