How to Enter a Patient Note Quick Reference Guide. Use the following steps to add or edit a note in Clarity.

​Adding a New Note

1. Click Patient > Notes.

2. Click Add New.

3. Enter the Date, Time, and Type into the fields.

• The Order Method Through Prescription Transcribed is greyed out unless the note type is General Physician Order.

4. The Summary field populates with the first sentence of the note but can be manually entered.

5. Enter the information in the free text field.

6. Click Add.

• Note: Generate a Notes report from the Notes Report button located above the list of notes. To filter out note types, go to Reports > Report Wizard > choose your note report and date range > click Advanced Mode > click Next (located in the bottom, right corner) > select your desired note type(s) > click Run Report.

The Find a Note functionality allows the user to search for historical notes for a patient by date and type. Many notes are generated from assessments completed during treatments under the note types: Nurse, Physician Round Type Regular, Physician Round Type Comprehensive, and General Physician Order.

1. Click the date of the note you wish to edit.

• A note can only be edited by the user that submitted it.

• If the note was submitted by someone other than the user trying to edit the note, the Note field will be greyed out.

2. Make your changes and click Submit once finished.