Client dashboard
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.
- Quick visual to state something about the
patient.
- Assign colors to generic situations (Blue for
complex patient, Green for patients with preferred pronouns)
- Hovering over the color will display the note specific to that patient if needing more detail.
- Trigger a specific action or behavior when interacting with the client.
- Assign colors to generic situations (Red for
patients with payment owing, or Yellow to remind staff to speak loader due to
being hard of hearing)
- Hovering over the color can share a more specific
note such as the value of payment owing.
To add an expanded note to a chart, click on the notes tab on the client card.
Click ‘New’ where it says Expanded Notes.
- Type in your note (keep it short and to the
point).
- Select where in the chart you want to see it.
(All, Appointments, charting, client cards, billing, worklists).
- Select the color.
- Decide
if you need a popup note to appear when entering the chart or client card.
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.
- Click the client button (this is found on all windows that are related to a specific patient, it will take you to the
client card of that patient.
- Click the ‘Book’ button, it will drop this
client name into the shuttle bay on the Appointments screen to schedule an
appointment.
- If this client has any relations attached to
them, you can access the relations chart by clicking the ‘Chart’ button next to
their name.
- Add a photo to this client card as well, perhaps
best used for clinic staff and clinicians.
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