Introduction
Notes are a way for you to keep track of actions and important information when working in NikoHealth. Notes can be added and used with patient profiles, orders, invoices, inventory items, and tasks. This article focuses on Notes in the Patient Profile. For more information on using Notes in NikoHealth, visit the Notes section.
View Existing Notes in a Patient Profile
To view existing notes associated with a specific Patient Profile, go the the "Patients" tab, and click on the desired Patient.
Now you're looking at the Patient's Profile. Click on the "Notes" tab at the top of the profile to view existing notes associated with this patient.
Notes in the Patient Profile are arranged in chronological order, with the oldest notes at the top and the most recent notes at the bottom.
Each note will include the name of the person who created the note, a Note Subject, and a timestamp illustrating when the note was created.
Edit Existing Notes in a Patient Profile
To edit an existing note, click on the three dots all the way to the right of the note. You'll be given a menu of options to Pin, Copy, or Delete the note.
Pin: Notes can be pinned so they remain visible and prominent. Visit our help article on Pinning Notes for more information.
Copy: Click to duplicate an existing note.
Delete: Only users with the designated permissions are able to delete notes. To delete a note, click on the trashcan. Use caution when deleting a note as this cannot be undone.
Add Notes in a Patient Profile
Notes can be added to a Patient Profile when you're anywhere within that profile. To add a new note to a Patient Profile, navigate to the specific patient you want the note attached to. Click the blue plus sign and choose "New Note".
You can also click the Notes tab at the top of the record.
Clicking the blue "Add a Note" button or clicking on the Notes tab will both bring you to the Notes section in this Patient's Profile. Here, you'll see a list of all existing notes associated with this patient.
To add a new note, simply click in the bottom box and start typing.
All notes must include a Note Subject. Note subjects organize your notes into shared topics. Note Subjects should be set up before you begin adding notes to patients.
You can also use a Note Template to quickly fill in note details that you use frequently. While a Note Subject is required, Note Templates are optional. For more information, visit our help article on setting up Note Subjects and Note Templates.