Add Patient Notes
Add notes about a patient to their patient record.
Before you begin
Permissions:
Update
Patient
About this task
Procedure
To record notes about the patient:
-
From the main menu, select
Patient.
-
In the
Search field, enter the new patient's name.
-
In the Patient Details window, click
Notes.
-
In the Patient notes window, type your note in the text
field.
Tip:New notes are automatically set to Active.
- If the note is important, set Flag as Important.
- Click Add.
Results
The new note is added to the list of notes for this patient.
![Patient Notes panel](../images/Patient-Notes-Helix-Two-Entries.png)
![Patient Notes panel](../images/Patient-Notes-Helix-Two-Entries.png)
Important notes are displayed as a pop-up when the clinical record is opened.
What to do next
To edit a saved note, click Edit, make any changes, and then save it again. Notes can only be edited on
the same day they were written, and only by the original author.
Users with the
Patient Management permission can deactivate and reinstate
notes. To deactivate a note, click Edit to select the note, and then slide the
Active toggle to off.