Leaving a note on a patient’s health check-in response can be useful for your practice to document important information. For example, you could leave a note saying that the patient was contacted via phone call and what the result of that call was, or you could leave a note with information about the patient’s prescription.

Step by step guide

  • Find a patient’s response via the Alerts page, or a patient’s profile page

  • In the right hand side of the screen, you will notice that there is a ‘+’ icon in the top right of the patient’s response

  • Clicking this icon will open a pop-up allowing you to enter a note

  • When you’ve finished writing your note in the text box, click ‘Post’ to save this note

  • You are able to review previous notes by clicking on that same icon, which will now have a number indicating how many notes have been left on that particular patient response.

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