Note: To sign a clinical note, the user must have a digital signature set up.
To sign a clinical note
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Progress Notes.
The patient's clinical record opens with the Progress Notes tab selected.
Do one of the following:
On the Chart, Progress Notes, Quick Exam, Treatment Planner, or Perio tab of a patient's clinical record, on the Clinical Notes button menu, select a clinical note.
The Clinical Note dialog box appears.
Edit and/or add to the note text, and change the other options as needed.
Set up the following options:
Th - The teeth assigned to this note. Do any of the following as needed:
If no tooth numbers are assigned to the clinical note, to assign tooth numbers, click (or tap) the Assign teeth link. Select the desired teeth, and then click (or tap) X.
If tooth numbers are assigned to the clinical note, to modify the assigned tooth numbers, click (or tap) the teeth (such as 2-4) link. Select or deselect the desired teeth, and then click (or tap) X.
Provider - The provider to associate with this note.
Date - The date of the note. ClickTap in the field to select a different date.
Additional Provider - The secondary provider to associate this note with.
Note - The text of the note. You can add, edit, and delete any of the note text. You can also insert a note from a template where the text cursor is positioned by selecting one of the Templates, responding to prompts to enter data (if applicable), and then clicking (or tapping) Done.
When you have finished your review, select the Sign as [user name] check box that corresponds to your user name, and then type your password in the Password of [user name] field. These options are available only if a digital signature has been set up for your user account.
Click (or tap) Save.