...
Accessing Quick Notes
Creating Quick Notes
Using Quick Notes
Editing Quick Notes
Deleting Quick Notes
Filtering Quick Notes (Type)
Missing Quick Notes
Transfer Quick Notes to another practice.
Accessing Quick Notes
Quick Notes are accessible throughout EXACT, this article focuses on charting Quick Notes. You can access these by double clicking on a charted service and via the Note button at the bottom of the chart.
...
Double Click the treatment/service item you wish to add a note to.
Available Quick Notes are listed to the right.
Double click the Quick Note you wish to use or highlight it and click the << arrows to populate the Quick Note text into the Note box. The text cursor determines where the Quick Note text will be entered.
If you've created Types, enter the desired type in the box below the notes or press the selection button to display a subset of Quick Notes from which to select.
Optionally tick the [ ] Send straight to History checkbox if you wish to send the notes directly to the patients history.
If you do not tick this checkbox, the Note will list in the treatment plan/course of treatment area. From there you still have the option to tick it, right-click and select [ ] Send Completed to History.
Purpose: Sending straight to History bypasses the Notes display in the treatment planning/course of treatment area. You can see it listed in History by clicking the [H] History button. The Note remains editable in History until midnight of the current day.
Select a Provider if this has not auto-filled and click OK.
...