When entering a patient's PMR you may want to have certain information noted on their file for future reference

• On a patient's PMR on the top right-hand section of the screen you will see a box with the headings Notes and Warnings.

• By default, the Notes tab will be open and will display any notes that have been added to the patient's PMR.

• To Add a Note click on Edit F3

• Select the Notes tab

• Here, under Notes you will see a larger version of the same text box shown on the PMR that will allow you to type in or amend text as needed

• You can type in new notes or amend existing notes in this text box

• To remove the note, clear the content and press OK

Additionally, there are two additional fields you can use to track information about your patients:

Status: The status dropdown can be used to record any status about the patient you wish.

• E.G. you may want to track the "Smoker/Non-Smoker" status of your patients for work you are doing towards Smoking Cessation. This Status list will allow you to enter custom statuses.

• To add a value to the list e.g. "Smoker" or "Trying to Quit" simply type the value into the text field then press (KEYBOARD: ENTER)

• You will then see a confirmation dialog asking you: "Do you wish to insert this new value to the current list ?"

• Click Yes or press (KEYBOARD: ALT + Y) and the new value will be added to the patient's PMR and will be available for future use

Category: The Category dropdown can be used to group patients into any type of category.

• E.G. the patient is Diabetic, the patient is a Christmas Club member, the patient is allowed credit. This Category list will allow you to enter custom categories.

• To add a value to the list e.g. "Diabetic" or "Christmas Club" simply type the value into the text field then press (KEYBOARD: ENTER)

• You will then see a confirmation dialog asking you: "Do you wish to insert this new value to the current list ?"

• Click Yes or press (KEYBOARD: ALT + Y) and the new value will be added to the patient's PMR and will be available for future use