Notes

In Notes Setup, users can add, edit, or delete Enterprise Notes. Enterprise notes are notes that can be added to one or multiple facilities by users who have access to those facilities. Anyone with access to those facilities can see the note on the Landing Page in the Enterprise Notes section.

Also in Notes Setup, you can view or edit clinic/user notes. Clinic/user notes are added from the respective code detail page and are entered into the Notes knowledge database which can be searched.

Procedure

  1. Click Setup > Notes from the main menu.
  2. Click Add in the Enterprise Notes section. The Enterprise Notes window displays.
  3. Type the note in the Enterprise Notes field.
  4. Select an expiration date. When notes expire, they no longer display on the Landing Page.
  5. Click a facility to select one, or hold the Ctrl key + click each facility to select multiple.
  6. Click Add. A message displays to alert you that the note was successfully saved.
  7. Click OK. The note displays for each facility selected.

Procedure

  1. Click Add or click the hyperlinked note. The Enterprise Notes window displays.
  2. Make the necessary edits to the note.
  3. Click Update. A message displays with the following warning: By entering a new note, the current one will be expired and will not display ?
  4. Click Yes to continue with the update. Click No to cancel the update.
  5. If you clicked Yes, a message displays to alert you that the note was saved successfully.
  6. Click OK. The updated note displays.

Procedure

  1. Click Add or click the hyperlinked note. The Enterprise Notes window displays.
  2. Click Delete.
  3. A message displays to alert you that the note was deleted successfully.
  4. Click OK. The note is removed.

Procedure

  1. Click Setup > Notes. The Notes page opens showing you all of the clinic and user notes. The notes that have been saved as Favorites, contain a check in the Favorites column.
  2. Click on a code to view, edit or delete the note. A modal window opens where you can read the notes, add your own notes, or delete the note.
  3. When you have made your changes, click Update to save your changes and click Close.

Note: Click Delete Clinic Notes to delete the clinic notes, or click Delete User Notes to delete the user notes and click Close.

  1. Open the desired note.

  2. Click Share User Notes. The Share User Notes drop-down displays.

  3. Select a user.

  4. Click Send Notes Via Email. A confirmation message displays. Click Ok.

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