Add & read office notes
- If you haven't already:
- Click Referrals Received on the main menu.
- Click the patient name to select a case.
- If you've moved off of the Referral Management view, click manage.
Adding office notes
- Click
or the section heading 
on the right of the Office
Notes heading.
- For , the New Note popup displays.
- For the section heading , the notes list displays. The new note options are at the bottom, scroll down if needed.
- Type the note.
- Click save.
Reading office notes
By default, the section for 
Office Notes displays the most recent note entered. Each includes the name of the person who wrote it, as well as a time stamp.
The number to the right of the section
heading # indicates how many notes there are.
- To display all entries, click on the right of the section heading.
- Office notes are listed most recent first, with "electronically signed and updated by:" the author, date & time, and text of the note.
- Office notes are included in the referral summary.
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