Entering transaction notes

Transaction notes are notes associated with a condition or treatment. These notes are only available in the clinical chart.

To enter a transaction note

1.   Open the hard tissue chart.

2.   If your screen resolution and screen size permit, the Chart History section appears below the graphical chart when posting procedures. If the Chart History section is not visible, click View on the Task pane to open the Chart History section. Then, on the Task pane, click View.

3.   Do one of the following:

·        Select the transaction you want to attach a note to. Next, from the Chart History menu, point to Selected Transaction, and then click Note.

·        Right-click a transaction, and then click Note.

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

Note that the selected Note Type is "Transaction."

4.   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.

5.   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.

After attaching a note to a transaction, a note symbol appears next to that transaction.

 

Need more help?

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