1. How to Comment on an Item
You can add comments within several modules, including Notes, Treatment Plans, Assessments, Self-Reports, Records, Medications, Forms, and Transcripts.
To post a comment:
Open the item: Navigate to the specific document (e.g., a Progress Note).
Locate the Sidebar: Click the Comment Icon or select the Comments tab on the right-hand side.
Write and Post: Type your message and click Post. Comments are saved instantly and are visible to all team members who have authorized access to that specific item.
2. Access and Permissions
Commenting is a permission-based feature. If you cannot see the comment panel, your current role may not have the necessary access.
Access Requirements: "Comment" access must be enabled for that specific module in your Team Permissions settings.
3. Team Visibility & Collaboration
Centralized Context: All threads stay permanently linked to the specific item, keeping clinical reviews and patient updates in one central place.
Multi-User Threads: Multiple authorized team members can respond within the same thread, which is ideal for clinical supervision or billing clarifications.
Real-Time Updates: Once a comment is posted, it is immediately available for other authorized team members to view and reply to.
Internal Communication Only: Comments are intended for team collaboration and feedback. They do not replace formal clinical notes or official documentation.