View The Activity Log and Create Notes in the Patient Card

View The Activity Log and Create Notes in the Patient Card

The patient card makes it easy to manage a patient’s details all in one place.  

 

Here is how to view your patient notes. Please keep in mind that the notes feature is only available if the Practice Analytics module is enabled. 


  1. To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.

  2. Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen

  3. Scroll to the very bottom of the card and you will see a log of the notes. 

  4. The category of notes you can see are 

    1. Communication Logs 

      1. These are all the communication logs that are synced from the EHR

    2. Manually Created Notes 

      1. These are notes that are manually created from the patient card and submitted to their profile. These notes are also written into the EHR.

    3. Follow Up Activity 

      1. These are activity notes for all the follow up tasks in the practice analytics module. Anytime a follow up is created, completed, or rescheduled, it will get logged here.

  5. You can filter the note logs by clicking on the drop down and selecting the type of activity you want to see




To Create a Note: 

  1. Type in the notes you would like to save

  2. Click on the Orange Icon to log it

  3. If EHR Logs are enabled on, then these notes will also be written into the EHR. If the logs are not enabled, then these notes will just be saved in the patient card. 


To learn how to enable your logs to be written into your EHR, please click here. 

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