Patient 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 Cloud dictionary, as well as your personal and shared dictionaries, to auto-complete your text.

How to Get Here

Open Patient Notepad - 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.)

Use This Feature

Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded.) You can expand, collapse, and move the information panel as needed. See "Patient Home Page" for details.

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 icon to view only certain types of notes.

Filter Notepad Display - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which patient you are working with, your favorite filters go along with you. See "Set Up History Categories" for details about setting up your categories.

Add Notes - (Expanded mode only.) Type your note in the text field at the top of the notepad window, and select a category from the drop down list. You can use the Notepad Font section of the ribbon bar, as well as standard word processing keyboard shortcuts (i.e. cut, copy, paste, bold, underline, italics) to enhance the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use. When you are finished, click Add. The date, your Edge Cloud user name, and the assigned category are inserted automatically, and the new note is added to the beginning of the notepad. (See "Set Up History Categories" for details about creating your notepad category list.) 

Edit Notes - (Expanded mode only.) Right-click a note and choose Edit, then make your changes to the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use.You can also right-click to access a basic text editing menu, or use standard cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. keyboard shortcuts. You cannot change the category assigned to the note.

Delete Notes - (Expanded mode only.) Right click a note, and choose Delete to remove it from your Edge Cloud system.

Print Displayed Notes - (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 Cloud" 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.

More Information

Automate Notepad Entries - Use the Make Notepad Entry workflow activity to add text to the patient's notepad whenever the activity is triggered by a workflow. See "Workflow Editor" 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.

Additional Notepads - You can also record notes in the Employer editor, Insurance Company editor, Other Referrer editor, and Professional records, as well as HR Manager employee records.

View Notes in Treatment Hub - You can use the Filters settings in your Treatment Hub to include notepad entries within your patients' treatment chart records. See "Treatment Hub" for details.