Entering general notes

General notes in ClinicalVision are notes you enter about a patient.

To enter a general note

1.   On the Task pane of the hard tissue or periodontal chart, click View.

The Notes: List section appears.

2.   Do one of the following:

·        From the Notes menu, point to New > Manual Note, and then click Blank Note.

·        From the Notes menu, point to New > Manual Note, and then click the name of a note template (if any).

·        Right-click any note, point to New > Manual Note, and then click Blank Note.

·        Right-click any note, point to New > Manual Note, and then click the name of a note template (if any).

The Notes: Text Note section replaces the Notes: List section.

Note that the selected Note Type is "General."

3.   Type the text of the note.

Note: With a certain setting enabled, rich text formatting tools are available so that you can format the text instead of having only plain text.

4.   Click one of the following save options:

·        Save Only - Saves the note but does not prevent it from being edited later in the day.

·        Save & Lock - Saves the note and prevents it from being edited in the future. This option does not prevent the note from being deleted later in the day.

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.