Patient memos are notes that can be attached to a patient's profile for various purposes. They can be used to keep track of important information, reminders, or any other details that the dental office staff needs to remember or communicate about a patient. CareStack allows the creation of memo templates, which can save time when adding notes to a patient's profile.
Watch this tutorial for a quick walkthrough.
Add Memo to a Patient Profile
- Select the patient using the Global Search Bar.
- Select Memo.
| Tip: To add a memo while you are on other pages, click +Memo on the top. |
To add a new memo,
- Select the Memo Type.
- Enter the memo content under Add Memo header.
- Utilise the spell check function to identify spelling mistakes.
- To use existing memo templates, click the Template drop-down menu to select available templates.
- To attach any documents to the note, click Attach Document.
- Click Print Memo to take a printout of the memo.
- Click Save, and your memo will be added to the patient.
- Once the memo has been made, use the search bar to quickly find it.
- You can use the filters on the top to directly select memos according to their memo type.
- Sort by Latest First or Oldest First.
- To edit an existing memo, click the pencil icon.
- To delete an existing memo, click the trash icon.
Practices can use this simple guide to add or manage Patient Memos within CareStack.