Why Use This Function:
Quick Notes provide a convenient way for Practitioners to capture and store important text and images related to a Patient’s condition. These notes serve as a valuable resource for future consultations or follow-up visits, ensuring continuity of care and supporting more informed clinical decision-making.
The Contents of This User Manual:
- Accessing Quick Notes
- Adding Images
- Adding a Voice Recording
- Uploading a PDF
- Printing and Emailing Quick Notes
- Finalising the Quick Note
- This user manual will start on the Diary screen.
- Click on the desired Patient's booking.
- The Diary sidebar will open.
- Click on the Clinical button on the sidebar.
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The Clinical Case screen will open.
- Click on the Quick Note button in the Easy Events section (if configured).
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For more information on Easy Events, please refer to the user manual: Easy Events.
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Alternatively, access Quick Notes from the Forms Library drop-down menu by selecting it from the Select a form to add list.
Adding Images
On the Quick Note screen (now visible in the active forms section of the sidebar),
- Click the Add Image button.
- The Video Capture screen will open.
💡Please Note: You can upload a photo from an external device or capture one directly using your webcam.
- Click on the Upload from File button to upload an image.
- Click on the Load from External Upload button to upload images from external devices.
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Click on the Close button to exit without saving.
- Click on the Save button to save the file and return to the Clinical Case screen.
Adding a Voice Recording
- Click on the Add Voice Recording button.
- The Voice Recorder screen will open.
💡Please Note: You will need to grant microphone access when prompted to record audio successfully.
- Click on the Close button to exit without saving.
- Click on the Save button to save the recording.
- For more information, please refer to the user manual: How to Add a Voice Recording
Uploading a PDF
- Click on the Choose File button to upload an external PDF.
Printing and Emailing Quick Notes.
- Click the Email button to share the Quick Note.
- The EMAIL Add/Edit Workflow Event screen will open.
- Click on the Close button to exit without sending.
- Click the Send button to email the note to the Patient, Medibase, or referring Practitioner.
- Click the Fax button to create a physical copy of the note.
Finalising the Quick Note
- Click the Complete button at the bottom of the screen to finalise the note.
- The button will turn green, and the note indicator in the sidebar will also appear green
- Click the Close button to exit without saving.
- Click on the Save and Close button to save and return to the Diary screen.
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From the Drop-up Menu, choose to Save or Save Lines to New Macro.
