Edit Phone Sheet Note

Notes are found on the Phone Sheet of a Patient Record. Use Notes to add, edit, view or delete:

• Information about phone conversations with the patient.
• Information related to the patient.

Displayed Notes can be filtered by several variables. For more information, click here.

• Step-by-step
• Related topics

Step-by-step

1. From the New Patient Record, Edit Patient Record or View Patient Record window, click the Phone Sheet tab.
   
   
   • The Phone Sheet displays.
   • The Phone Sheet tab is highlighted in orange.
   • In the Filter By tab, Created Date Range is selected.
   • Existing Notes display in descending chronological order in the grid below the Add Note button.

2. Use the Filter By tab to filter the list as desired. For help, click here.
3. For the Note you wish to edit, click the Edit button in its row.
   
   
   • The Edit Note popup for the selected Note displays.
   • The Note Type field is highlighted.
   • Created By user name, date and time information and Last Modified By user name, date and time information display at the bottom of the popup.
   
   
4. Make changes as desired. Required fields are marked with a red asterisk. *
5. To close the popup and save changes, click the Save & Close button. The edited Note displays on the Phone Sheet.
6. To close the popup without saving changes, click the Cancel button.

Note: The next time the Note is viewed or edited, the Last Modified By date at the bottom of the View/Edit Note popup will display the date and time the Note was edited.

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Related topics

• Patient Phone Sheet
• Add Note
• View Note
• Delete Note

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