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Accessing patient notes

Find, search, review, and manage notes from a patient’s chart.

Use the Notes tab on the Patient Dashboard to review a patient’s notes.

Open patient notes

To open a patient’s notes:

  1. Open the Patient Dashboard.

  2. Select the patient.

  3. Select Notes.

From this tab, you can search for a note by name, review notes connected to past sessions, review generated session summaries and meeting notes, or delete a note.

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