PHYSICIAN'S NOTES TAB

The Physician's Notes Tab allows you to enter notes on the physician such as:

Affiliations
General
Lab Facilities
Office Hours
Preferred Contact Method
Protocols

ADD NOTE (Top)

To add a physician's note, click on the "Add Note" link.

Choose the "Note Type" from the drop down menu, enter the note and click "Save" when finished.

NOTE: For Careficient Agency Administrators, “Note Type” is driven by the “Physician Note Type” in the lookup tables Click on the following to learn more about the privileges Physician Note Type.

EDIT NOTE (Top)

To edit a physician's note click on the Note Link.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Physicians.

Make the necessary changes and click "Save" when finished.

DELETE NOTE (Top)

To delete a physician's note click on the Note Link

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for deleting physician: Delete Physicians.

Choose the "Delete" button.

INACTIVATE NOTE (Top)

To mark a note as inactive, click on the "Inactivate" icon".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Inactivate and Activate Physician Notes.

REACTIVATE NOTE (Top)

To show notes that you have inactivated, click on the "Show Inactive" box...

and click "Search".

This will show all the notes that you have inactivated. To reactivate the note, click on the "Reactivate" icon. This will move the note back to an active status.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for inactivating and reactivating notes: Inactivate and Activate Physician Notes.

You can search your notes by "Type"...

by "From" and "To" dates...

or by "Keyword".

REPORTS (Top)

Physician Notes (PDF) includes:

Date
Entered by
Type
Note

Physician Notes (Spreadsheet) includes:

Date
Entered by
Description
Note