Button

Name

Description

New Clinical Note

Click to add a clinical note. The new clinical note will be inserted under the current system date and given the next available note number (Note#[number]) as an identifier for that date.

New Clinical Note Page

Click to add a page to a selected clinical note. This button is available only if a clinical note is selected.

New Addendum

Click to add an addendum to a selected clinical note page that has been signed or locked according to a certain global setting. This button is available only if a clinical note page that is locked is selected or if a certain global setting is enabled.

Delete Clinical Note

Click to delete a selected clinical note or page of a clinical note. You can only delete one clinical note at a time. This button is available only if a clinical note or page is selected and the note is not locked (locked notes have an asterisk next to the page number).

Save Clinical Note

Click to save the selected clinical note. This button is available only if a clinical note page is selected and the note is not locked (locked notes have an asterisk next to the page number).

Copy Clinical Note

Click to copy the text of the selected clinical note or page of a clinical note to the Windows Clipboard. This button is available only if a clinical note or page is selected.

Copy All Clinical Notes

Click to copy the text of all the patient's clinical notes to the Windows Clipboard.

Sign Clinical Note

Click to sign the selected clinical note. Once a clinical note is signed it cannot be edited or deleted, but it can be appended. This button is only available if a certain global setting is enabled and a clinical note page is selected.

Insert Date/Time

Click to insert the current system date and time and currently logged-in user ID where the text cursor in the current clinical note is located or at the end of the note page that is currently selected. This button is available only if a clinical note page is selected.

Change Encounter for Selected Note

Click to change the number for the selected clinical note. This button is available only with a certain global setting enabled and either a clinical note or page of a clinical note with an encounter number is selected. (If a note has an encounter number selected, the number appears in square brackets next to the note number.)

Change Provider for Selected Note

Click to assign a different provider to the selected clinical note. The default provider is the current charting session provider selected for Chart (however, in other modules, the default provider can vary, depending on the module). This button is available only if a clinical note page is selected.

Change Clinic for Selected Note

Click to assign a different clinic to the clinical note. The default clinic is the clinic you are logged on to (this is also true of Family File and Ledger, but for Appointment Book, the default clinic is the clinic of the view being used.). This button is available only if a clinical note page is selected.

Print

Click to print clinical notes for the selected patient and/or the current patient's family members.

View Prompts

Click to view only the information that was inserted into the current clinical note using clinical note templates with prompts. This button is available only if the note has been signed or locked.

Expand All

(The button is located above the left pane.) Click to view clinical notes for all dates in the left pane.

Collapse All

(The button is located above the left pane.) Click to reset the left pane to show only the date categories for the patient's clinical notes.

Cut

(The button is located above the center pane.) If you have text selected in the current clinical note, click to remove the selected text and place it on the Windows Clipboard.

Copy

(The button is located above the center pane.) If you have text selected in the current clinical note, click to copy the selected text and place it on the Windows Clipboard.

Paste

(The button is located above the center pane.) Click to paste any text on the Windows Clipboard where the text cursor is located in the current clinical note.

Check Spelling

(The button is located above the center pane.) Click to check the spelling of the text on the selected clinical note page. This button is available only if a certain preference setting has been enabled.

Expand All

(The button is located above the right pane.) Click to expand all the clinical note template categories in the right pane.

Collapse All

(The button is located above the right pane.) Click to reset the right pane to show only the clinical template categories.

Template Setup

(The button is located above the right pane.) Click to open the Template Setup dialog box to add, edit, and delete clinical note templates.