Skip to main content

Adding Notes

The Add Note dialog provides a full rich-text editor for creating clinical notes in a patient's chart.

Opening the Add Note Dialog​

From the EMR Viewer, click Add Note to open the note editor.

Note Metadata​

Before or after composing your note, set the document metadata at the top of the dialog:

Service Dates​

  • Service Start — The date the service began (date picker, mm/dd/yyyy format)
  • Service End — The date the service ended (optional, for multi-day services)

Classification​

  • Section — Select the chart section (e.g., Progress Notes, Consultation). Use the Show Inactive Sections checkbox to reveal deactivated sections.
  • Plan — Link to a specific treatment plan
  • Event — Link to a specific appointment
  • Provider — The source provider for this note

Document Title​

An optional title for the note. This appears in the chart tree and helps identify the document.

Rich Text Editor​

The note editor is a full-featured word processor with a ribbon interface organized into tabs:

Home Tab​

  • Clipboard — Cut, Copy, Paste
  • Font — Font family, size, increase/decrease size, text case
  • Font Styles — Bold, Italic, Underline, Double Underline, Strikethrough, Double Strikethrough, Subscript, Superscript
  • Colors — Text highlight color, font color
  • Paragraph — Bullets, numbering, multi-level lists, increase/decrease indent, alignment (left, center, right, justify), line spacing (single, 1.5, double)
  • Styles — Quick styles gallery
  • Editing — Find, Replace, Undo, Redo

Insert Tab​

  • Pages — Page breaks
  • Tables — Insert and format tables
  • Illustrations — Insert pictures and floating objects
  • Links — Bookmarks and hyperlinks
  • Header and Footer — Add headers and footers
  • Text — Text boxes
  • Symbols — Special characters

Page Layout Tab​

  • Margins, Size, Columns — Page setup
  • Line Numbering — Toggle line numbers
  • Page Color — Background color

References Tab​

  • Table of Contents — Auto-generated TOC
  • Captions — Figure and table captions

Mail Merge Tab​

  • Merge fields — Insert merge fields for mail merge operations

Review Tab​

  • Spelling — Spell check
  • Document Protection — Lock document for editing
  • Range Permissions — Set editing permissions for sections

View Tab​

  • Layout — Simple, Draft, or Print Layout view
  • Show Options — Toggle formatting marks
  • Zoom — Adjust zoom level

Inserting Snippets​

Press F4 or click the Snippet button to open the snippet selector. Snippets are pre-defined text blocks that can be quickly inserted into your note. See Snippets for details on creating and managing snippets.

Inserting Signatures​

Press F8 or click the Signature button to insert a provider signature into the note.

Saving​

Press F3 or click Ok to save the note to the patient's chart. Press Esc or click Cancel to discard.

Keyboard Shortcuts​

ShortcutAction
F3Save the note
F4Insert a snippet
F8Insert a signature
EscCancel