Order Notes

Add and append notes to orders.

Avatar Order Entry > Order Entry Client Information > Client Profile / Physicians Orders

1. In the Select Client screen, enter the client name or ID and select. Click Select.
2. In the Order Notes section click 'Select Last Order Accessed for Note' to open the last order having a note that was accessed.
3. Click Display Order List / Select Order for Note to display the Order List Selection screen. Choose the order and click Ok. One order at a time can be selected. Orders with an existing note display '*' in the Status/Notes column.
4. Click Display Details of Selected Order to view the Client Profile - Single Order Detail report for the selected order.
5. The Order Identification and Status field displays client identifying information and the note status for the order.
6. In the Action field select either Add New Note or Append Existing Note.
7. In the Note Date and Note Time fields, enter the date and time the note was written.
8. The Note Input By field displays the name of the user logged in to the Client Profile/Physicians Orders form.
9. In the Author field, enter the name or ID and select. This field defaults to the name of the staff member associated with the user who is logged in.
10. If the Author field is blank because the author is not a staff member, in the Unlisted Author field enter the name of the person who authored the note.
11. For a new note, select the note category.
12. In the Note Text field, enter the note.
13. Click File Data or File Data and Print Order.