Tracking Notes

The Tracking Notes encounter section is an optional section that can be applied to the encounter outline. This can be used to help document any Tracking Notes within an encounter using the Visit encounter template type outline within the Plan area.

Add Notes to Tracking Notes section

To key in notes into the Tracking Notes section, simply click anywhere in its grey title bar area to expand open the Tracking Notes encounter section. Use the Observation date/time field to date/time stamp your note and free text in any notes in the Notes field. Once done, click the ADD button to save your work. You can add another separate note.

Macros Tracking Notes - General Notes

Macros offered in the Tracking Notes encounter section are a way to quickly insert predefined text with minimal user input. To utilize macros, users must have the security setting Use Macros set to Yes. If set to No, users will not be able to utilize macros.

At least one macro must be configured for the Tracking Notes section for the Macros rightside area to appear and be utilized.

For additional information on configuring and utilizing macros that can be utilized within the Tracking Notes encounter section, please see separate guide Macros.

Macros Tracking Notes - Case Management Notes

The Tracking Notes encounter section of a Case Management encounter are Case Management Notes and also offer Macros as a way to quickly insert predefined text with minimal user input. To add Macros, the security setting Use Macros needs to be set to Yes.

At least one macro must be configured for the Case Management Notes section for the Macros rightside area to appear and be utilized.

Delete / Edit / View Tracking Notes Captured Data

The Tracking Notes section allows you to view existing documented Tracking Notes on that encounter, or allows you to delete an existing documented Tracking Note (security permission dependent). Once a Tracking Note has been documented and saved, an edit to it cannot be made.

View Existing Tracking Notes

The Tracking Notes section displays any existing historical notes someone has keyed in (along with a date/time stamp) and stores as observations on the chart. These Tracking Notes stay with the specific encounter and are not shared in any other separate encounters the chart may have now or in the future.

Notes in this section display with most recently dated at the top.

Delete an Existing Tracking Note

You can delete existing Tracking Notes entirely off the encounter section (and thus it deletes the stored observation) if you have security permission to delete observations.

Simply expand open the Tracking Notes encounter section and click the minus - button in the options column of the specific Tracking Note wish to delete.

Once the minus - button is clicked, it will put a strikethrough the entire Note selected. This signifies it will delete this note off once you SAVE the section. If you made a mistake, you can click the add button in the options column (where the minus button was before you clicked it) and the note will have the strikethrough removed and won’t be deleted.

However, once you SAVE the encounter section (by clicking the ‘next’ button or the ‘save’ icon or collapsing the encounter section), your work is saved and if you had deleted a note, there is no way to bring it back.

Encounter Stored Document

The Tracking Notes encounter section does become part of the encounter visit note document once closed and archived.