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Patient Note Categories

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Patient Note Categories can be designed to organize the various types of patient notes stored to a patient file. After note categories have been created, users can decide which category a note belongs to at the point of creation. Any note category can also be configured as containing "Sensitive Information" which means that only users who have "Sensitive Information" permissions are allowed to see or edit the note.

 

To add a new note category, click the ADD icon.

 

The screen prompts are:

 

ID - Give this note category a unique ID.

 

CATEGORY NAME - Enter a Category name for this category of notes.

 

SENSITIVE INFORMATION - Check this field if this note category will contain sensitive information and should be limited to those users who have permissions to sensitive information. Permissions for Users to access "Sensitive Information" can be granted via Security Roles (CONFIGURE SYSTEM SETTINGS > SYSTEM > SECURITY ROLES) by checking "ACCESS TO SENSITIVE DATA" under PERMISSIONS.

 

 

INACTIVE - Check this field if this note category is no longer applicable for users adding new notes.

 

 

To edit or change a Note Category, press CHANGE and highlight the line to edit, and make changes.

To delete a Note Category, select the sequence line of the item to delete and press DELETE.

 

Click SAVE to store changes.

Click EXIT to close the window.