Our 'Copy or Mark as Complete' feature transfers the data from your clinical notes or letters to your clipboard.
To transfer this data into your practice management system, simply paste it using your mouse, or use 'Ctrl + V' on Windows or 'Command + V' on Mac.
The "Mark as complete" button is located at the bottom-left of the Clinical Note tab, just below the note text. Once clicked, the button is replaced by a "Marked as complete" label, which includes the completion date.
Before finalizing, you have the option to edit the drafts of your clinical notes or letters in PatientNotes.app. Once you're satisfied, you can select 'Copy' or 'Mark as Complete' to proceed with transferring your notes.
Step-by-Step Guide to Marking Notes as Complete
Navigate to the Clinical Note tab for the session you wish to complete.
Scroll to the bottom of the note.
Locate the "Mark as complete" button, which is positioned at the bottom-left of the Clinical Note tab, just below the note text.
Click the "Mark as complete" button. This action will:
Finalize the note.
Copy the note to your clipboard, allowing you to paste it into your practice software.
Once the note is marked as complete, the button will be replaced by a "Marked as complete" label, which includes the completion date.
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Even if your practice management system isn't one of our direct integrations, you can still use PatientNotes.app effectively.
While direct integration offers benefits like preloading a dashboard with patient names and syncing clinical notes back to your system, PatientNotes.app was designed with universal compatibility in mind. The copy-paste functionality ensures that you can still efficiently use PatientNotes.app for your clinical administration, regardless of your system's integration.
Why Completing Notes is Restricted to the Clinical Note Tab
Completing a note is intentionally restricted to the Clinical Note tab to ensure practitioners thoroughly review and edit the note before finalizing it. This design choice supports the accuracy and integrity of clinical records, which are essential for patient care and compliance.
Using the redraft or refine feature
At the base of the clinical notes, you will see a section where you can ask for additions to the clinical notes based on the transcript. For example, if something was: missing, or required more detail or context.
This will create a new draft which will appear on the top right section of your notes
Note: if you find that you are regularly needing to refine your notes it is best to review your overall prompts to ensure that they are structured to optimise the detail and layout you require.