View, Add, and Edit Notes
You may want to add notes to a particular patient record, or to a particular photo. Some providers use the notes section to type out their SOAP notes, while others use these for more simple thoughts such as, "requests pillow under lower back" or "is seeing great results." All notes are stored by the provider's name, date, and time, and all notes are searchable, so you can keep track of your notes more easily.
As you go through this article, you may expand the screenshots by clicking on the image you would like to expand.
Viewing Notes
iPad
iPhone
Adding Notes
iPad
iPhone
Editing Notes
iPad
iPhone
Where to Find Notes
All the notes associated with a client's record are stored in the "Notes" tab at the bottom of the screen. Once you select a client from the client list, you will be taken to the Capture Screen:
Press on the "Notes" tab on the menu at the bottom of the screen to access all the client's notes.
How to Add a Note
To add a note to the client record:
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Press on the "+" on the top of the screen.
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A pop-up window and the keyboard will appear to type your note.
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Press "Done" to save the note.
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You will see the note appear on the left side of the screen.
All notes are stored by the provider's name, the date, and the time. In the screenshow below, this note was written by Emily Alten on October 9th at 10:44 am:
You may also dictate your notes:
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Press on the "+" to add a new note.
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When the pop-up window and keyboard appear, press on the microphone icon on the keyboard.
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Speak-to-type in the notes field.
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Press "Done" when you are finished dictating your note.
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Press "Done" to save your note.
To View a Note
To view a full notes, press to select the note you would like to view from the left side of the screen. The note will expand on the right side of the screen:
To Edit a Note
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Press to select the note you would like to edit from the list on the left.
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Press on "Edit" in the top righthand corner of the screen.
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A pop-up window will appear where you may type and edit in the note.
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When you are finished editing press "Done" on the top right.
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The note will be saved under your provider name.
The screenshots below illustrate these steps:
Summary
The notes tab is where you will find all the notes associated with a particular patient. From there, you may add new notes, dictate new notes, view notes written previously by yourself or any other provider, as well as edit notes already saved.
Some providers use this notes section to write out their SOAP notes, while others use this notes section for random notes they may want to add or remember about a client. Additionally, any team members may add a note. (Administrators, Managers, and Users - See
"Team Member Logins and How to Add or Delete a Team Member's Login"
for more details.)
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