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Overview

The patient's journal automatically updates when activity is performed on the file. In the patient's Journal tab, users can view existing journal entries or add new journal entries for charting, correspondence, follow-up purposes, etc. Each journal entry will denote the time and type of activity performed, the name of the user who performed the activity, and any additional text. 

Info

See also: Linking journal entries to appointments.

Entering patient journal entries
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Entering patient journal entries
Entering patient journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. On the Journal tab, click the
    Status
    titlenew entry
    button.
  4. In the Patient journal entry dialog box, use the drop-down menu to select a journal entry type. 
  5. In the text box, enter the desired notes.

  6. Text Snippets are available on the right-hand side of the journal entries

    1. Drag and drop the snippet into the journal or start typing the auto-replace text to enter the snippet into the journal entry.

      Tip
      Use the font and color options at the top of the Patient journal entry dialog box to customize the entry.


      Note

      For information on creating text snippets click here. Text snippets are also used for medical report writing.


  7. Click
    Status
    titlesave
    .


Tip

To paste the contents of your Windows clipboard into the text box, click in the text box and press Ctrl + V.

The Display in audiology setting

Journal entry types, configurable from the Setup > Journal entry types menu, will each have the Display in audiology setting enabled or disabled. The Display in audiology setting for individual journal entries, of all types, can be modified from the Patient journal entry dialog box. The setting is available to modify when you are creating or editing a journal entry.
Image Added

Tip

See also: Patient hearing assessments: Viewing hearing assessments, documents, and journal entries.

Editing patient journal entries
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Editing patient journal entries
Editing patient journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. On the Journal tab, click on the journal entry you wish to edit.
  4. Click the
    Status
    titleEdit entry
    button.
  5. In the text box, adjust the content as necessary.

  6. Click

    Status
    titlesave
    .

Note

All users can edit their own journal entries, but only users with the Edit other users' journal entries user privilege can edit other users' journal entries.

Deleting patient journal entries

  1. On the Patient browser tab, open the patient's file.
  2. Click on the Journal tab.
  3. On the Journal tab, click on the journal entry you wish to delete.
  4. Click the 
    Status
    titleDelete entry
    .
  5. In the Confirm operation dialog box, click 
    Status
    titleYes
    .
Note

The Delete journal entries user privilege is required to delete journal entries.

Printing patient journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. On the Journal tab, click on one or more journal entries for printing.

    Tip
    To select multiple entries, press and hold the Control key (Ctrl) on the keyboard while clicking the entries.


  4. Click the
    Status
    titleprint entry
    button.
  5. A summary of the selected journal entries will populate in a new Patient Journal Entries tab. Optionally, do one of the following:
    1. Click the ARCHIVE AS PDF button to archive the report under the patient Documents tab.
      • Within the Add document dialog box, input a Title, select a Category, and optionally add an additional Description and Status.

      • Click Save.

    2. Click the Save icon in the top left-hand corner to save the summary to your computer.
    3. Click the Print icon in the top left-hand corner to print the summary.

Filtering patient journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. Filtering options included are the following:
  • Un-select Users you wish to exclude or click the Exclude all button
  • Un-select Entry Types you wish to exclude or click the Exclude all button
  • Uncheck the show appointments checkbox if you wish to hide patient appointments. 
  • Check the Show inactive users checkbox if you wish to include inactive users
  • Check the Show inactive entry types checkbox if you wish to include inactive entry types


Note
Users can hide/resize the filtering panel and filter settings will persist between login-logout sessions.


 Searching for patient journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. Click on a journal entry and begin typing all or part of the desired text search string. The search will jump to the first matching entry. 

  4. Use the up and down arrow keys to navigate through the list of matches.


Tip
The wildcard (*) character may be used to match any sequence of characters.




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