Notepad

Use the notepad to type free-form notes. You can categorize your notes , then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge dictionary, as well as your personal and shared dictionaries, to auto-complete your text.

How to Get Here

• Patient Folder Home Page  Notepad panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)l on the Home page of the patient folder. See "Patient Home Page" for details. You can also view patient notes from the Treatment Hub page.

  

• Professional, employer, referrer notepads - View the notepad for these individuals on the right-hand side of the Employer editor, Other Referrer editor, or a Professional record.

• Employee notepad - Enable the Notepad panel on the employee's HR Manager record.

   

  

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Use This Feature

• View notes - All notepad entries are date stamped automatically, and listed by date, user, and category. Newer entries appear at the top of the notepad. Use the filter (described below) to view only certain types of notes.

• Choose notes to display - Use the Filter to select the notepad categories to display. See "Set Up History Categories" for details about setting up your categories.

• (Patient home page and HR Manager only.) Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded. See "Patient Home Page" for details.) You can expand, collapse, and move the information panel as needed. Some features of this panel only function when the panel is expanded.

• Add notes - (Patient notepad panel must be expanded.) Enable the notepad's Edit mode. Then type your note in the text box (or use cut, copy and paste), and select a notepad category. Click Add to add your note to the top of the notepad. (See "Set Up History Categories" for details about creating your notepad category list.)

   

  Patient, professional, referrer, employer notepads, enable Edit mode.

  

  Employee record, enable Notepad from the Edit section of the HR Manager ribbon bar:

  

  Then add the note.

  

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  • Enable filter - If you cannot see your entry, be sure you have enabled the filter that includes the new note's category.

  • Formatting options - (Patient & employee notepads only.) You can use the tools in the Notepad Font section of the ribbon bar to format the text.

     

    

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  • Use auto-complete - Begin typing your text in a notepad, treatment chart, or treatment plan record, then press Ctrl+Space to allow the internal Edge dictionary, as well as your personal and shared dictionaries, to suggest matching text. You can then select an entry from the list to insert into your record. (See "Set Up & Manage Dictionaries" for details about maintaining your Edge dictionaries.)

     

    

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• Edit / delete notes - Enable the notepad's Edit mode, then right-click the note you want to work with, then select your action. You can also copy and paste the text of an existing notepad entry to another location, and use auto-complete (describe above) while editing a record.

   

  Patient, professional, referrer, employer notepads, enable Edit mode.

  

  Employee record, enable Notepad from the Edit section of the HR Manager ribbon bar:

  

  Then choose your action.

  

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• Print - (Patient notepad only; Expanded mode only.) Click Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge" for details.)

• Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

  

Notice!

• Make Notepad Entry workflow activity - Use the Make Notepad Entry workflow activity to add text to the patient's notepad whenever the activity is triggered by a workflow. See "Set Up Workflows" for details.

• Notepad subgroups -Use the Post Patient Notes tool to add a message to a subgroup of patient notepads simultaneously.See "Post Notes to Patient Subgroups" for details.

• Employee Record
  • Add Employee
  • View Employee Record
  • Checklists
  • Compensation
  • Compensation History
  • View Documents & Correspondence
  • Emergency Contact
  • Employee Notepad
  • Family Panel
  • Office Panel
  • Personal Information Panel
  • Vacation / Paid Time Off

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