If there is important information about a patient that you want anyone who opens their chart to see, add an administrative note (or admin note) to the patient chart. For example, if the patient works nights, you may want to add a note to not telephone them before 11am. Or, you may want to add a note to discuss a specific topic with the patient during the next encounter.

You can mark the note as important so that it appears as a pop up when anyone books an appointment for the patient or opens their 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. 


1. Open the patient dashboard (see Navigating the patient dashboard).

2. In the Latest Notes dashboard widget, click New Note.

3. Enter the details of the notes, as described in the following table:




Type a descriptive title.


Type detailed information about the note.

💡 Tip: If you mark the note as important, do not leave this field blank. This information appears in the pop-up note when booking an appointment for the patient.

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 a start and/or end date to show the note only during a limited time frame.

4. Click Save.

7. To edit the note, click it within the patient dashboard.

Updated July 7, 2021

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