The Notes section is used to capture additional observations, comments, and non-structured information related to a patient. It works alongside the Records section but is more flexible and is typically used for quick documentation.

Access from the Patient Overview page using the ellipsis menu and selecting “Records & Notes”

Overview #

Notes are displayed within the Records & Notes table along with records. Each entry is categorized under the “Type” column as either a Note or a Record, allowing users to distinguish between structured and unstructured entries.

• The Add Note button allows users to create a new note.
• Notes are typically used for:
  • Observations during a session
  • Quick remarks or follow-ups
  • Additional context not captured in structured records
• Once a note is saved, it appears in the list with its corresponding details.

This keeps notes organized and easy to track.

Search and Filter #

• Notes can be searched using the search bar available at the top.
• Users can filter the list to view only notes or refine results based on other criteria.
• This is especially useful when dealing with a large number of entries.

Summary #

The Notes section provides a flexible way to document patient-related observations. Integrated within the Records & Notes module, it allows users to quickly add, search, and manage notes, ensuring that all relevant information is captured efficiently.