Creating a Note

To create a product note, you'll need to open the 'Products' section of your admin:

  1. Select 'Admin'

  2. Click 'Products'

This will take you to the product database. From here:

  1. Search for the product you want to create a note for

  2. Click on the product

You can now edit/update that product.

To add a note to that product, scroll down to the bottom of the page and select the "Default Medical Record Note" box. This will generate you a text box where you can create your note.

Type your note into the box and press 'Save' at the bottom of the page.

Adding the Note to the Record

Once you've added your note to a product, all you'll need to do for the note to appear in the patient's record is administer it in a treatment plant. Then, navigate to the Tx History section of their SOAP and customize/add the note.

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