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Team notes

Updated

Team notes are for anything non-clinical, like "prefers morning appointments" or "call before confirming". They aren't part of the clinical record.

Who can use it: professionals, administrators and owners, on every plan.

Step by step

  1. In the chart, select Team Note (in the shortcuts).
  2. Write the note.
  3. Choose the Visibility:
    • All staff: the clinic's professionals and administrators see it.
    • Only me: a private note.
  4. Save.
New Team Note with visibility

Notes are listed on the Team Notes tab, where you can edit or delete them.

Good to know

  • Only me notes aren't visible to anyone else, not even an administrator.
  • For clinical information, write a clinical note instead (see Write clinical notes).