View 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.
Step-by-step
- 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.
- Use the Filter By tab to filter the list as desired. For help, click here.
- For the Note you wish to view, click the View button or anywhere on the Note row, except the Edit or Delete buttons.
- The View 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.
- All fields are view-only.
- To edit the Note, click the Edit button. The popup changes to the Edit Note popup.
- To delete the Note, click the Delete button. Click the Yes button to confirm the deletion or the No button to cancel the deletion.
- To close the popup and return to the Phone Sheet window without editing or deleting the Note, click the Cancel button.