View and Add Patient Notes

Add a note to a patient's record.

Quality managers and others with permissions can view and add notes to the patient's profile in Quality Management.

A numbered badge is displayed next to the patient name for patients whose profile contains a note. Select the patient's name to open the patient dialog box, and select Notes to view the patient notes.

Select Add Note to add a note to the patient's profile.

The table below identifies which personnel groups have permissions to add, view, and delete notes.

Personnel Group	Notes Permissions
system_administrators registries_administrators	Can view, add, edit, and delete notes for all patients.
registries_reviewers registries_allowlist	Can view and add notes for all patients they have access to. Can only edit and delete notes they have created.
demographics_data_entry_clerks	Can view, add, edit, and delete notes for all patients they have access to.