How to Add Technician Notes For a Patient

*Please note the screenshots and information in this article contain fake PHI*

Technician Notes are written by a technician user, summarizing any important findings found in the report. Technician Notes can be found in the report review window or on the cover page of the transmission report itself. 

Technician Notes can be edited or removed, even after submitting the report to a Clinician. However, once the Clinician reviews and e-signs the report, the Technician Notes can no longer be edited.

This article will review how to add notes, as well as some additional features: Snippets for easy report writing, Accessing Past report notes, Tagging Users, Copy Last Note, and Linking to Pages, within the report for quick view of clinical findings. 

Viewing/Editing Technician Notes

To write or view the Technician Notes for a given transmission, click Review from the technician dashboard page.

Once you click on 'Review', the Technician Notes are located under the transmission details within the Review Notes section. Click on the dialog box to begin entering notes. When you are done writing, click Save at the bottom of the window to save the notes- this will transcribe onto the report's cover page. If you choose Submit to Clinician, Hold, or Dismiss, it will automatically save the notes as well. 

Adding Snippets

Snippets can be added to the report, reducing the need to type out notes for common findings. To add a snippet to the Technician Report, click on the blue outlined label underneath the Technician Notes box. The snippet will automatically be added to the report. 

In addition to the common snippets listed underneath the Technician Notes, there are some less common snippets that you may potentially want to add into a patient's notes. To access these snippets, click Advanced Snippets.

Once you have confirmed that your notes and snippets look accurate, click Save at the bottom of the window. If you no longer need a snippet, click on the snippet again to remove it from the notes.

Viewing the report's notes history

When a Technician user saves their notes into a patient's report, a history is generated and displayed underneath the Technician Notes. This history provides a log of past transmission notes including who wrote them, the time and date of the note, and what users wrote. 

Clicking on the Date/Range of Service in a Report History past transmission will bring you to the associated report in a new tab. 

Copy Previous Notes

A user can easily copy the last note from a patient's report, by clicking the Copy Last Note button located just above the text box. Additionally, the Copy Note button allows copying a note from any specific report. This feature is available for HF/HTN and Rhythm-CIED reports.

Tagging other users

Users may sometimes need to bring a report's Technician Notes to the attention of other users. Tagging triggers a notification for that user. If they have the email notifications enabled, they will also receive an email with a link to the report. 

To tag another user in the Technician Notes:

1. Navigate to the patient's report.
2. In the Notes section of the report, enter in @ and begin typing the user's name.
3. As you type the user's name, suggestions for a user will appear, alongside the user's email.
4. Click the user that you would like to tag.
5. The tag will automatically apply. Click Save at the bottom of the report to apply the tag.
6. An email notification will be sent to the user's email, which contains a link to the report.

Note: The user's tag will also appear within the PDF version of the patient's report.

Creating a report bookmark

Users might find it helpful to locate a particular page within the transmission report. A technician user can create a page hyperlink by typing "Page#" in their note, allowing other users to easily navigate to that specific page within the report. Please refer to the Related Articles section below for detailed instructions on how to hyperlink pages within review notes.