The client dashboard, if activated, will not only show the patient’s name and chart number, but the expanded notes indicators, shown in the highlighted box below.
Expanded notes
Expanded notes are color codes that can be used for many different scenarios within a clinic, and can appear on the client card, charting module, appointment detail window, worklists, billing, or all these locations.
As a clinic group, you must decide what colors to use and what the colors will mean when seen.
Hovering over the color block will show the notes specific to that patient.
Without having a clear guide for what different colors mean, they can quickly become unhelpful and are just another note with a color attached to it.
Expanded Notes have many benefits, some examples are given here.
To add an expanded note to a chart, click on the notes tab on the client card.
Click ‘New’ where it says Expanded Notes.
Click on the patient's name for a quick reference of additional information.
From here, you can see the patient PHN, DOB, Age, Gender,
Phone number, Default Doc, and any relations that have been set up.
Benefits to this feature of the dashboard.