Entering clinical notes

You can enter clinical notes into a patient's record.

Note: You can also enter and sign clinical notes from the Clinical Note Tasks page.

To enter a clinical note

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Chart or Quick Exam.
The patient's clinical record opens with the Chart or Quick Exam tab selected.

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, or Tx Planner.
The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab selected.

To assign tooth numbers to the clinical note that you are going to create, on the Chart or Quick Exam tab of a patient's clinical record, select one or more teeth. To not assign tooth numbers to the clinical note, skip this step. You can assign tooth numbers and change the assigned tooth numbers as needed later on.
On the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab of a patient's clinical record, click (or tap) Add Clinical Note; or if the patient has an existing clinical note, on the Clinical Notes button menu, click (or tap) Add Clinical Note.
The Add Clinical Note dialogue box appears.
Note: For your reference, any of the patient's completed and treatment-planned procedures for the selected date appear on the Procedures tab.
Set up the following options:
- Th - By default, if you have selected teeth on the patient's Chart page, those tooth numbers are automatically assigned to this clinical note. Do one of the following if needed:
  - If no tooth numbers are assigned to the clinical note, to assign tooth numbers, click (or tap) the Assign teeth link, select the applicable teeth, and then click (or tap) X.
  - If tooth numbers are assigned to the clinical note, to modify the assigned tooth numbers, click (or tap) the link for those tooth numbers (such as UR5-UR7). Select or deselect teeth, and then click (or tap) X.
- Provider - The provider to associate with this note. Only providers who have access to the current location are available.
- Date - The date of the note. Leave the current date selected, or click (or tap) the box to select a different date.
- Additional Provider - A secondary provider (such as a hygienist) to associate with this note. To associate an additional provider with the note, select that provider; otherwise, leave [None] selected. Only providers who have access to the current location are available.
- Note - The text of the note. Enter the note text, and/or insert notes from templates.
If the note is complete, and if you are the selected provider or have permission from the provider, you can sign the note. To sign the note, select the Sign as [provider name] check box, and then enter the selected provider's or, if you are the provider, your Password. However, if the note needs to be finished later, or if the provider has to review the note, the note can be signed later.
Note: The Sign as [provider name] check box is available only if a digital signature for the selected provider has been set up. Also, the Password box is available only if the Sign as [provider name] check box is selected.
Click (or tap) Save.

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