Notes Online gives you an enhanced online calendar for your practitioners to use as well as all your patients and patient notes online. With Notes Online you can:

  • Create new patients and edit existing ones
  • Book new visits and edit existing appointments
  • Attend visits and take your patient notes for the visit
All changes made online will automatically flow back in to the main application, and any changes made in the main application will also flow through to Notes Online. The main application does not need to be running for Notes Online to work, they are completely independant.

Notes Online is a very useful feature. It gives you the following benefits:

  • Online access anytime from anywhere with an internet connected device with a browser (IPad/mobile phone/laptop etc)
  • Reliability - if your main server suffers a fault you can continue to access all your patients and bookings online
  • Multi-location - if you work at another practice you can still access all your patients and patient notes from your main practice online

 

Setting Up Notes Online (Cloud Access)

Step 1
Open the administration menu 'Administration/Cloud Features' and tick the 'Enable Cloud Features' box.

Enable Cloud Features to keep your data synchronised with the practice via the cloud

Enabling NotesOnline will give you online access to your patients, patient notes and calendar

When you enable 'Cloud Features' and click 'Save' you may need to wait several minutes for your data to sync up with the Cloud. A progress indicator will appear in the bottom left of the application while the sync is in progress. Please leave the application open and wait for the sync to complete.

Step 2
If you click on the 'Notes Online' tab then the 'Notes Online URL' shows you the url to log in to Notes Online. You can use your normal Practice Master Pro credentials to log in.

You can view the URL to the Notes Online website and easily click through to open it

 

Using Notes Online

Step 1
When you log in to Note Online you can choose to add/edit patients, patients notes or your calendar bookings.

Access your patients, patient notes and calendar online through the cloud with Notes Online

 

Patients

Step 1
You can click through to 'Patients' and filter the list using the 'Surname' characters. You can also click the 'Add New' button to create a new patient, or click the 'Edit' link next to each patient to edit them.

You can access all your patients online

Step 2
When adding or editing patients you have access to their basic details as well as any 'Custom Fields' you may have created.

You can add and edit your patients online

 

Patient Notes

Step 1
You can click through to 'Patient Notes' to view all of your existing patient notes and bookings. You can filter the list based on Practitioner, or by the patient to see their history. Visits that have not yet occurred can be 'Attended' so you can take the notes, or 'Cancelled' or 'Deleted'. Patient notes which have already been taken can be 'Opened' or 'Locked'.

You can access all your patient notes online

Step 2
When you 'Attend' a visit, or 'Open' a visit to edit the notes you can see all your standard tabs on the screen. Any changes you make will flow back in to the application and vice versa.

You can create and edit your patient notes online

 

Calendar

There is an enhanced calendar available with Notes Online. The main difference is a patient browser so you don't have to type in and match the patient in the application, you can simply select them from a list when you make the booking.

Step 1
You can click through to 'Calendar' to view all your current and past bookings.

You can access all your current and past patient bookings online

Step 2
When you click an 'Available' booking you will see the patient browser where you can select a patient to book against - saving your data entry and patient matching in the application. You can filter the list by using the 'Surname' characters at the top, then 'Select' the required patient.

You can use the patient browser to select patients and save on data entry and errors