You can attach default notes to a procedure for documentation and reference purposes so that each time a procedure with a default note is posted, the note is attached automatically to that procedure. In Chart, you can add these notes manually during posting or at a later time. After you have added a note, the clinician reviews the note and makes any small changes that pertain to the particular patient. Also, you can edit procedure notes as needed if the procedure is not in history.
Note: To view an existing, planned, or completed procedure to enter, edit, or review the procedure note, the following security rights are required, depending on the status of that procedure: "Existing Procedures, Edit" (to view existing treatment), "Treatment Plan, Edit" (to view planned treatment), or "Completed Procedures, Edit" (to view completed treatment).
To enter or edit a procedure note
With a patient selected in Chart, on the Progress Notes panel, double-click a procedure.
Note: If the procedure that you want to enter or edit a note for has been posted but is not listed on the Progress Notes panel, verify that the correct status view option has been selected for the progress notes.
If applicable, do one of the following:
For existing treatment:
If the Password - Existing Procedures, Edit dialog box appears, user verification has been assigned to the "Existing Procedures, Edit" task. Do one of the following:
If your user account has been granted the "Existing Procedures, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Existing Procedures, Edit" security right, have a user with permission temporarily override this restriction so you can edit an existing procedure this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Existing Procedures, Edit" security right. To have a user with permission temporarily override this restriction so you can edit an existing procedure this one time, do the following:
On the message, click Yes.
In the Password - Existing Procedures, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
For planned treatment:
If the Password - Treatment Plan, Edit dialog box appears, user verification has been assigned to the "Treatment Plan, Edit" task. Do one of the following:
If your user account has been granted the "Treatment Plan, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Treatment Plan, Edit" security right, have a user with permission temporarily override this restriction so you can edit a planned procedure this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Plan, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a planned procedure this one time, do the following:
On the message, click Yes.
In the Password - Treatment Plan, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
For completed treatment:
If the Password - Completed Procedure, Edit dialog box appears, user verification has been assigned to the "Completed Procedure, Edit" task. Do one of the following:
If your user account has been granted the "Completed Procedure, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Completed Procedure, Edit" security right, have a user with permission temporarily override this restriction so you can edit a completed procedure this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Completed Procedure, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a completed procedure this one time, do the following:
On the message, click Yes.
In the Password - Completed Procedure, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Edit or Delete Procedure dialog box appears.
If a default note is associated with this procedure, the note text appears automatically in the Notes box, but you can make any necessary changes. Enter or modify the note as needed.
To check the spelling of the note text, click the
Check Spelling button 
(this button
is available only if a certain preference
setting has been enabled).
Click OK.
On the Progress Note panel, a musical note symbol appears in the N column for the procedure to indicate that the procedure has a note.