🚨 Important - This article is only relevant to sites using the new notes experience currently rolling out across sites.
How to write a clinical note
Step 1 - Open the clinical note side panel
Clinical notes are saved against each appointment on the patients treatment plan.
To start writing your notes click 'Create note' or click on the 'Open clinical notes sidebar' button across the top of the patient's current appt.
📝 Please note - Only Level 2 practitioners and above can create, edit and update clinical notes.
Step 2 - Select a template
This is an optional step.
Click 'Template' or use type '/' and the name of your template to add your preferred template.
💡 Top Tip - Although optional, using templates to guide your note-taking enables you to created structured notes every time.
Step 3 - Type your notes
Start typing your notes in the editor.
You can highlight text or use the '/' menu to add formatting to your note as you type, such as bold or italics.
Step 4 - Review your note
Once you are happy you have captured all the information about the appointment, you must click 'Complete' to mark your note as reviewed.
💡 Top Tip - if you don't have time to review your note during the appointment, you can use Tasks to help you find incomplete notes at the end of the day.
This step ensures it is clear that you have completed and reviewed your note in the patients history
After clicking 'Mark as reviewed' you will see that the note is now marked with who and when it was reviewed.
You can still make amendments after reviewing your note.
Please note - if you would like to write a treatment item note you can do this by following this guide.