view history & comments

After saving a note, form, or report one time, the 'Show History/Comments" button will appear when the item is reopened to edit.

History tab

• Lists initials, date and time of each person who has created, viewed, or edited the item.
  
• If you see initials that you don't recognize, the user viewing the item was probably the Help Desk. The ClinicNote team creates a Help Desk user for each clinic so that we can log in and help with any questions or issues that occur. The initials of the Help Desk is the first letter of your clinic name and "D" for desk, i.e. ClinicNote University would be "C.D." for ClinicNote Help Desk. 

Comments tab
1. Click “Add Comment”
2. Type a title 
3. Type a comment
4. Click "Save"

• When the item is submitted to another user, they should always check the "Show History/Comments" to see if there has been a new comment created that needs to be addressed.
  
• A supervisor may mark a student’s checkbox complete or uncheck the student’s checkmark.
  
• The student will only have access to their own checkmark. 

 

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