Patient notes are an important form of patient data. Whenever you speak to a patient, try to add patient notes about what they asked, what they expressed interest in or anything information that you find meaningful.

Adding patient notes

Adding patient notes is super easy! Follow this 3 step guide.

1. On any patient's patient profile, find the gray tab on the bottom of the page

2. Click "Add a contact note" and leave a note

Try to be as descriptive as possible and emphasize meaningful information like a contact's communication preference (email vs SMS), treatments they are interested in or their main questions or concerns.

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3. Review the note below the general details tab or in the activity timeline