How to make Quick Notes



Quick Notes consist of text and images that relates and contributes to a patients condition. The quick note is useful to refer back to when a patient returns for a follow-up or future reference.

  • The contents of this User Manual will consist of the following information:
    • Add Image
      • Camera 
      • Blank
      • Upload from File
      • Load from External Upload
    • Text Box
    • Set PDF File 
    • Print and Email 
    • Complete
  • This user manual will start on the Diary screen.


  • Click on the Clinical button in the side panel.


  • The Clinical Case screen will open. 



  • Select the Quick Note from the Forms Library.

  • The Quick Note screen will open. 


Please Note: The Quick note will now display under the Active Forms sections.




Add Image

Camera
  • Search for and select the .pdf document on the computer that needs to be added to the note.
  • The .pdf document will open under the Set PDF file section. 
Please Note: The file name has been added: Referral Letter (example) next to the Choose file button.



Print and Email 
Shares the content of the note via Email to the patient or any other email address.
  • Click on Emaito open the  Email Workflow Event screen.

      • Click on Print to print the content of the note as a hard copy for future and offline reference.


    • For an extensive explanation on how to send an email or print the Quick Note please see the user manual: Email/Print Forms

    Complete
    • Click on the Complete button at the bottom of the Quick Note screen when done and satisfied with the content of the Quick Note to complete the form.


    • Note that the button will change colour to green to indicate that the Quick Note has been completed. 


    • The note's colour will also change to green in the side panel to indicate that the note has been completed. 


    • Click on Save and Close when done with the quick note to return to the Diary screen. 


    Last modified: Thursday, 21 December 2023, 3:28 PM