You can use the Notes in a patient’s account to add quick, non-clinical notes, reminders or comments.
Add a new note
To add a new note
Navigate to the Notes tab on a patient’s account and click ‘Add a note’.
Click on the note to add any information required.
Once finished you need to click ‘save’.
If you do not click Save, you will not see the note on the patient record when you open it up. It will remain in the Notes tab, but will not display anywhere else.
Change Note colour
To change the colour of the note click the ‘i’ icon to flip the note
Select the colour you want
Click on Save
Pin the Note
To Pin a note so that it will appear on the patient’s page every time you enter the account:
Click the pin icon will pin the note to the patient’s account.
Click Save
To Hide a note from view
To hide a note from view click ‘Dismiss’ which will remove it. It will appear again when you enter the patient’s record again.
To Delete a Note
To completely remove the note,
Enter the note and click the ‘i’ icon
Click the ‘X’ at the top left
Click Delete to delete the Note.
Note information
The information at the bottom of the note shows when that note was last edited and who the author was. If you hover your mouse cursor over this information, Dentally will display when the note was first created.
Hide all notes with one click
To hide all notes in one click, select the "hide all notes" button at the top, right of the screen.
Note Audit Trail
You can see the audit trail for your notes.
At the bottom left hand corner of your note is the History icon
Click on the history icon to show a list of the changes made to the note.
There is a colour code to the changes
Green - creation
Blue - update or change
Red - delete
You can also view changes to non-clinical notes in the audit tab.
Select Audit
Select All Objects > Note
Clinical Notes
These quick patient notes are not suitable for clinical information. If you want to make clinical notes on the Chart screen, you can add to the Notes section or, if you are making the same notes over and over again, look at our Clinical Notes Templates web page, to see how using a template saves you time and effort.