Using common notes to enter general, transaction, and tooth notes

In ClinicalVision, you can use common notes to quickly add a note to a patient, transaction, or tooth.

Tip: You can position the pointer over a note to view the note text as a tooltip.

To enter a common note

1.   Begin entering the general, transaction, or tooth note as normal, keeping the appropriate Note Type selected in the Notes: Text Note section.

2.   Click Common to open a menu, point to Insert to view a submenu of available categories, and then click a the appropriate note.

The note's text populates the field in the Notes: Text Note section.

3.   Edit the note text as needed.

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.