Why Use This Function:

Quick Notes consist of text and images that relates and contribute to a Patient's condition. The Quick Note is useful when a Patient returns for a follow-up or future reference.

The Contents of This User Manual:

  • Quick Note
  • Media and Documents

  • This user manual will start on the Diary screen.

  • Click/Tap on the desired Patient Booking.


  • The Patient Booking panel will expand.



  • Click/Tap on the Open File button.

  • The Clinical Case screen will open.

  • Click/Tap on the Quick Note button.

Quick Note

Quick Notes consist of text and images that relate and contribute to a Patient's condition.

  • Click/Tap on the Text field to enter the relevant information.

  

Media and Documents

These documents are essential for the Practice's records and can include: a Medical Aid card, Identification Document, signed Terms and Conditions and Consent forms. 

  • Click/Tap on the Image button.

    • A pop-up notification will appear in the browser to ask your permission to use the Camera.

      • Click/Tap on the Allow button to grant the browser access to the Camera so you can capture images using the Camera.

      • Click/Tap on the Block button to deny the browser permission to use the Camera this is not advisable as you won't be able to capture images.

  • It will now be possible to take an Image.

    • Click/Tap on the Capture Photo button.

      • The Captured Image will be displayed in the Media section.

?Please Note: More than one Image can be captured.

        • Click/Tap on the Delete button if you wish to remove the image.

  • Click/Tap on the Audio button. 

    • A pop-up notification will appear in the browser to ask your permission to use the Microphone.

      • Click/Tap on the Allow button to grant the browser access to the Microphone.

      • Click/Tap on the Block button to deny the browser permission to use the Microphone.

  • It will now be possible to take a Recording.


    • Click/Tap on the Delete button to cancel the Recording.

    • Click/Tap on the Pause button to Stop the Recording.

      • Click/Tap on the Pause button a second time to Resume the Recording.

    • Click/Tap on the Complete button to Save the Recording for Upload.

?Please Note: More than one Recording can be Recorded and saved for Upload.

      • The Captured Audio will be displayed in the Media section.

        • Click/Tap on the Delete button if you wish to remove the image.   

  • Click/Tap on the Document button to upload External files from your device.

  • Click/Tap on the Save the changes made.

  • Click/Tap on the Discard button to Close the Quick Note screen without saving any changes.

Last modified: Thursday, 9 April 2026, 11:38 AM