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Version: 3.1

How to add a note message

Overview

This flow describes how to post a message in a discussion in Clinical Notes. A message records your commentary about the patient for the rest of the care team.

Pre-requisites

  • The patient has at least one discussion. If there is no discussion, start one first.
  • You are a member of the facility that gives care to the patient.
  • If the discussion belongs to an encounter, that encounter is open. You cannot post a message in a discussion of a completed encounter.
  • You have the permissions listed below.

Permissions

PermissionAccess
Can view clinical data about patientsRead the discussions and messages of a patient
Can Read encounter related clinical dataRead the discussions and messages of an encounter
Can Update a Patient's dataPost a message in a discussion of a patient
Update Encounter related clinical dataPost a message in a discussion of an encounter

Steps

1. Open the Notes tab

Open the patient or the encounter, then select Notes. In an encounter, you can also press g n to go to the Notes tab.

Care opens the most recent discussion.

2. Select the discussion

Select the discussion in the Discussions list.

On a small screen, select Threads first, then select the discussion.

3. Write the message

Enter your text in the Type your message... box.

ComponentsWhat it captures
MessageYour commentary about the patient, as rich text

4. Send the message

Select the send button. On a computer, you can also press Shift + Enter.

Expected Outcome

  • Care adds the message at the end of the discussion.
  • Care shows your name and the time of the message.
  • Care counts you in the participants of the discussion.
  • The rest of the care team sees the message in the same discussion.

Concepts:

Flows: