Add an admin note to the patient's chart to provide important information to anyone interacting with the patient. For example, if the patient works nights, add a note to not telephone them before 11am. Or, add a note to discuss a specific topic with the patient during the next encounter. This is also where you can manually document family relationships with other patients in your clinic.
Mark the note as important to make it appear as a pop-up when booking an appointment or opening the patient's chart. When the note is no longer needed as a pop up, select the Do not show this message again checkbox or open the note and clear the Mark as Important check box. You can also schedule the pop up to appear only during a specific time-frame.
The Latest Admin Notes widget displays the three most recent notes, regardless of their importance. To view additional notes, click View All.
Steps
1. Open the patient dashboard (see Navigating the patient dashboard).
2. In the Latest Admin Notes dashboard widget, click New Note.
3. Enter the details of the note, using the following table as reference:
Field | Description |
Title | Type a descriptive title. |
Description | Type detailed information about the note.
💡 Tip: If you are using the note to document family relationships, you can include the family member’s CHR chart URL in the note so you can quickly go to their chart. To get the family member's chart URL, navigate to their chart and copy the URL from the top of your Chrome browser.  |
Mark as Important | Select if the note is important and you want it to appear in a pop-up window when you open the chart and book an appointment. |
Mark as Private | Select to make the note visible only to the author. |
Start Date End Date | Choose the time frame you want the pop-up window to appear. 💡 Tips:
|
4. Click Save.
5. To edit a note, click it within the patient dashboard.
6. To delete a note, in the Latest Admin Notes widget, click the X beside the note.
Updated August 13, 2025