ROLE PRIVILEGES NEEDED: <udl-white>Physician Note Type<udl-white> | <udl-white>Edit Physicians<udl-white> | <udl-white>Delete Physicians<udl-white> | <udl-white>Inactivate / Activate Physician Notes<udl-white>

SETUP: <udl-white>Physician Note Type<udl-white>

ADD NOTE | EDIT NOTE | DELETE NOTE | INACTIVATE NOTE | REACTIVATE NOTE | FILTER | REPORTS

The Physician's Notes Tab allows you to enter notes on the physician such as:

• Affiliations
• General
• Lab Facilities
• Office Hours
• Preferred Contact Method
• Protocols

ADD NOTE <returntomenu>menu ↑<returntomenu>

To add a physician's note, select on the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Note<udl-orange> link.

Choose the "Note Type" from the drop down menu <btn>   Protocols       ▾   <btn>, enter the note and select <btnw>    Save   <btnw> when finished.

EDIT NOTE <returntomenu>menu ↑<returntomenu>

To edit a physician's note select the Note Link <udl-orange>09/11/19 09:06 AM -CST<udl-orange>

Make the necessary changes and select <btnw>   Save   <btnw> when finished

DELETE NOTE <returntomenu>menu ↑<returntomenu> 

To delete a physician's note select the Note Link <udl-orange>09/11/19 09:06 AM -CST<udl-orange>.

Choose the <btnw>   Delete   <btnw> button.

INACTIVATE NOTE <returntomenu>menu ↑<returntomenu>

To mark a note as inactive, select the Inactivate <icon-inactivate>xxx<icon-inactivate> Icon. </icon-inactivate></icon-inactivate>

REACTIVATE NOTE <returntomenu>menu ↑<returntomenu>

To show notes that you have inactivated, select the "<icon-bluecheck>xxx<icon-bluecheck>Show Inactive" box...

and select <btnw>   Search   <btnw>.

This will show all the notes that you have inactivated.  To reactivate the note, select the Reactivate <icon-reactivate>xxx<icon-reactivate> icon.  This will move the note back to an active status.

FILTER <returntomenu>menu ↑<returntomenu>

‍Select the drop down <btn>   All      ▾   <btn> to the right of Type to select your note type.

by "From" and "To" dates...

or by "Keyword".  

REPORTS <returntomenu>menu ↑<returntomenu>

Physician Notes <btnw>   PDF     ▾  <btnw> includes:

• Date
• Entered by
• Type
• Note

Physician Notes <btnw>   Spreadsheet     ▾  <btnw> includes:

• Date
• Entered by
• Description
• Note