Practitioner notes can be created during the Patient Journey but also independent of this at any time.
Create a new practitioner note
If creating them outside of a Patient journey, in the patient's client card:
Go to MEDICAL > PRACTITIONER NOTES
Click New practitioner note
New practitioner note screen layout
The top of the screen has a sub menu to navigate between the different types of electronic medical data.
Any allergies entered into the PMH form appear in red at the top left.
Click the grey Medical history box at the top right to expand this section and see more detail.
The left pane of new practitioner notes
The left (or top, depending on your device orientation) pane changes depending on the treatment template that you choose in the drop down at the top left of the screen.
If creating a new practitioner note via the Patient Journey, the treatment template you see will be the one specified in Admin > Services. You can still change this via the dropdown at the top left.
You can hide the left pane by clicking on the pink "<" button in the top right of the pane. Bring it back by clicking on the pink "Treatment form >" tab on the left.
Select the image to be used or click the camera icon to choose one of the photos taken during the journey or upload something of your choice (including images of documents that you might wish to annotate).
Use the mark up tools to mark up the image.
Read more about the different treatment templates:
The right pane of new practitioner notes
The right (or bottom) pane is always the same:
Treatment drop down - select the name of the treatment you are performing so that it appears at the top of your treatment note accurately.
Click the blue + button to upload photos, documents or create a prescription. You can also perform these functions in the relevant tabs at the top of the screen (but make sure you save your work first!)
Write (or dictate) any text into the text box. You must write something before being able to save. Don worry, you can come back and finish your notes later.
Use text templates to save time.
Scroll down to see every practitioner note saved for the patient.
Click Save & Exit when you are finished and you will be returned to the practitioner note home screen.
Note - the treatment name you select in the dropdown here is NOT related to invoicing. This name will simply appear at the top of your treatment notes when they are saved.
