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Create and Manage Procedure Notes
Create and Manage Procedure Notes

This guide offers clear steps to create and organize procedure notes. It simplifies documentation, enhancing efficiency and accessibility.

Updated over a week ago

1. Log into the App

2. Locate the patient profile and click directly on it

3. Scroll down, find the procedure you would like to add procedure notes to, and click "ADD NOTES"

4. Once you're in the notes section, you can free type the notes or use a Dot Phrase.

Tip: Tip! In order to utilize Dot Phrases, you will need to create them in the web first. Scroll down to step 10 for instructions!

5. To use a Dot Phrase, type "." and the list of Dot Phrases will pull up.

6. You can scroll the the list of Dot Phrases OR if you're looking for a specific one, start typing in the title.

Example: For the Toxin dot phrase, type ".toxin"

7. After selecting the Dot Phrase, the preconfigured note will pop up. Type into the note to add any specific notes about the client if needed. Then click "Save"

8. After creating the procedure note, it will now say "VIEW NOTES"

Edit, Delete, or View Note History

9. Select "VIEW NOTES" on the procedure

10. Find the note that you would like to edit, delete, or view note history. Click the 3 blue dots in the top right corner of the note.

How to Create Dot Phrases

12. Click the settings icon

13. Click "Clinical Documentation"

14. Click "Dot Phrases"

15. Click "Add"

16. Type in the Dot Phrase and the Dot Phrase Title

17. Add the note that you normally use for this service!

18. Click "Save"

Tip: Once the Dot Phrase is saved, you will be able to use them in procedure notes on the app!

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