Select the Quick Note you wish to delete, this will highlight the description.Make any required changes to the Quick Note and press OK to save.Press the edit e|d button to open the template of the note.Select the Quick Note you wish to edit, this will highlight the description.
Click on any charted service or the Note button at the bottom of the COT window.Select a Provider if this has not auto-filled and click OK.The Note remains editable in History until midnight of the current day. You can see it listed in History by clicking the History button. Purpose: Sending straight to History bypasses the Notes display in the treatment planning/course of treatment area. From there you still have the option to tick it, right-click and select Send Completed to History. If you do not tick this checkbox, the Note will list in the treatment plan/course of treatment area. Optionally tick the Send straight to History checkbox if you wish to send the notes directly to the patients history. Tip: You can type before or after adding Quick Notes as much as you like and can also add multiple Quick Notes if required. If you've created Types, enter the desired type in the box below the notes or press the selection button to display a subset of Quick Notes from which to select. The text cursor determines where the Quick Note text will be entered. Tip: If you are missing some or all Quick Notes, delete any text from the 'type' box under the list of notes and press TAB to refresh the list to show all Quick Notes.ĭouble click the Quick Note you wish to use or highlight it and click the << arrows to populate the Quick Note text into the Note box. Double Click the treatment/service item you wish to add a note to.Īvailable Quick Notes are listed to the right.Enter the notes you wish to save in the Notes field and press OK to save.Select or Create a Type to be able to filter notes, read more about filtering notes. Select the +1 button from the right hand side to open the Add Quick Note window. Tip: Quick Notes can also be created for Invoice Notes, select the Invoice Notes tab to view the Invoice Notes window. In the Chart Tab, click the Note button to open the Add Clinical Note window (or double click any service already charted). Quick Notes can also be created for Instant Messaging and Pop-up Notes (sticky notes). You can access these by double clicking on a charted service and via the Note button at the bottom of the chart. Quick Notes are accessible throughout EXACT, this article focuses on charting Quick Notes.
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