An administrative note functions like a sticky note that you’d put on a client’s physical chart for your staff. Administrative notes allow you to leave a note on a client's profile that you and your non-clinician team members can view.
Any team member with access to the client's profile will be able to view, edit, and/or delete an administrative note. This means that a practice manager, practice schedulers and/or practice biller will also be able to view this note, or leave their own without having access to the client's full clinical profile.
Note: Administrative notes are only available on the Essential and Plus plans. This feature is not available on the Starter plan.
In this guide, we'll cover:
Adding an administrative note
To add an administrative note to a client's profile:
- Navigate to the client's Overview page
- Click + Administrative Note
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Type the information in the field provided
- While administrative notes aren't typically considered official clinical documentation, they'll appear in the Medical Records folder of a client's data export
Tip: You can save time completing your administrative notes with snippets and macros. To learn how these features work, see Using snippets.
- Click Save
Editing, printing, and deleting an administrative note
You can edit, print, or delete an administrative note in a client's profile.
Important: If a team member deletes an administrative note, the note will be deleted from the client's profile entirely and will no longer appear for other team members.
To update an administrative note:
- Navigate to the client's Overview page
- Click the arrow next to the administrative note
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Click one of the following:
- Edit to update the administrative note
- The print icon to print
- The trashcan icon to delete