Viewing cases notes

From your patient list, select a patient.

Select Case Notes.

Select a case notes profile to filter the list of interventions.

For example, 'ED Current Episode'.

To view information in the forms:

• On iOS, select .

• On Android, select .

The fields in the forms are the black bold text. The values entered in those fields are the grey text.

From your patient list, select a patient.

Select Case Notes.

Select a case notes profile to filter the list of interventions.

For example, 'ED Current Episode'.

To search, select  and type what you are searching for.

Open the patient's record.

• From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

• From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

Select Case Notes.

From the top of the list on the left, select  to choose a case notes profile.

The case notes profile changes the entries shown.

Depending on your permissions, you might be able to view all entries in a patient's case notes. To view all entries, select All case notes.

Read more about case notes profiles

Open the patient's record.

• From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

• From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

Select Case Notes.

From the top of the list on the left, select  to choose a case notes profile.

Search for an entry in the patient's case notes.

• To search for an entry inside a folder or another entry:

  1. Select a folder or entry from the list on the left.

  2. In Search, enter the name of the entry you are searching for.

• To search for an entry across all folders and entries:

  1. Select .

  2. In Search, enter the name of the entry you are searching for.

Open the patient's record.

• From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

• From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

Select Case Notes.

From the top of the list on the left, select  to choose a case notes profile.

From the list on the left, select folders and entries until you find a form.

For example, a discharge summary form, or a clinical outcome form for an appointment.

To view the history of an entry:

1. From the list on the left, mouseover the entry.

2. Select  > Show history.

To view the history of the form:

• From the list on the left, mouseover an entry that is a form, then select  > Show history.

• From the top of the form, select  > Show history.

You can view the history of a specific clinical note on the form.

Read more about viewing the history of a clinical note