User guide

Blue Chip Training Guide Page 14 of 193
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Blue Chip Training Guide
Patient Notes
The Notes module is a free-text area and is for secretaries to store general text information
related to a patient in their file. This module can be used to provide you with easily
accessible and current information, saving you the need to constantly refer to physical files.
The Notes module was designed with general information in mind, such as whether or not the
patient is/are a bad payer, or if they require an interpreter, or for information regarding test
results, etc.
To view notes
1. Click Notes in the Margin Menu of the desired patient’s file.
2. To add a note
3. Click Notes in the Margin Menu
4. Click Timestamp to enter the current date and time the note was entered (if
important).
5. Click in the Features Box and start typing.
6. Click on the Save button or [Ctrl] + [S]
You will notice that this action causes a red dot to appear next to the heading Notes, in the
Margin Menu. This is a visual cue for you to know that there is an entry in the patient’s
Notes module. Once you decide that this note is no longer relevant, use the mouse to select
the text you no longer need and delete it. If you delete some or all of the notes for a patient,
clicking on the Save tool button will prompt you to accept the changes (deletions).