Make your daily work easier with digital ‘post-its’ when you need to note something related to a case, for example before a doctor’s round. The feature is designed as an extra aid to help you avoid both physical notes on your desk and having to keep things in your head.

A note is a way to gain better control over case management. It acts as a digital reminder to help healthcare staff with follow-up and work planning, while reducing cognitive load.

A few known use cases:
* Mark cases that need to be discussed with a doctor, but are not urgent.
* Note that a patient has been offered an appointment and is awaiting a response.
* A short reminder to avoid going in and out of a case.
* Flag a case to be brought up in the daily round, with a short note to remember what is important to raise.

How to create a note
  1. Open a case.
  2. Go to the activity panel. Just below the status for a case you find the feature looking like a post-it.
  3. Click on the surface to create a note.
  4. Write up to 60 characters.
  5. Save.
How a note works

A note can be up to 60 characters and is visible in the case view, the overview and the left panel. There is one note per case and everyone involved in a case is free to write, edit and delete a note. A history of notes is saved in the team chat, in the same way as for flags and priority numbers. A note is not carried over when a case is handed over to another unit.

Who can see a note?

* All healthcare staff who have permission to view the case.
* All healthcare staff invited for a consultation, including external staff.
* Patients can not see a note.

Who can create and edit a note?

* All healthcare staff who have permission to view the case.
* All healthcare staff invited for a consultation, including external staff.

How to delete a note
  1. Open a case.
  2. Go to the activity panel.
  3. Click on the case note.
  4. Select delete.
  5. The note is deleted and the view is closed.

It is possible to see in the team chat when a note has been deleted and by who.

Note! Avoid to write sensitive information in a note.