🔴 How to Use Standard or Universal Notes

Insights allows you to add notes to specific encounters, or have them appear across all instances of a patient’s presence on Insights. You can also tag specific colleagues so they receive a notification about your note.

Wherever you see the speech bubble icon in the upper right corner of a window in Insights, you can leave a note. In this example, we’ll leave a note about a specific appointment from the Appointments page.

Click the speech bubble icon and type your note.

Now you can see your standard note by clicking back into the speech bubble icon.

Universal notes will appear in all note windows for this patient: their account, appointments, encounters, claims, etc.

They can be made through the same process as standard notes, except that you need to check the box at the bottom of the window to ‘Make Universal Note.’

After checking the universal note box and clicking ‘Send,’ you will find your note on every one of this patient’s note windows.

In this example, we see it showing up in their patient profile, even though the note was written on a specific appointment.

To ensure a particular coworker sees a note, you can tag them by typing ‘@’ followed by their name in the note. You can select their name once it appears without typing it out in full.

Once they’re tagged, a notification will appear as a message in their notification center.

Notes in Insights are a powerful way of conveying information exactly where it pertains. They are an efficient way of communicating in any level of specificity, whether you need to tell a particular coworker about a particular encounter or inform all staff about a patient in general. Use them often!

📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.