How to use general notes to record internal updates and reminders with user name tracking?

In Apollo, the General Note feature lets you quickly write down important information that isn't linked to a specific patient, task, or appointment. It's perfect for saving reminders, internal updates, or anything you'd like to refer to later.

Each note automatically includes your name, the date and time, and can be marked as important to help it stand out. You can also print or delete notes anytime.

General Notes help staff keep track of important, non-patient-specific information in one place. They improve communication, reduce missed updates, and make it easy to document internal notes. Since notes include the author, timestamp, and an "important" flag, they’re easy to organize and reference later without affecting patient records or clinical workflows

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Steps to Follow

Step 1: Log in to the Application
Use your user credentials to log in to the Apollo system.

Step 2: Navigate to the Patient Section
From the left menu or dashboard, click on “Patient” to expand the related options.

Step 3: Open “Manage Patient”
Select “Manage Patient” to access the full list of registered patients.

Step 3: Go to Manage Patient

Click on "Manage Patient" to view the full list of registered patients.

 

Step 4: Select a Particular Patient
Click on a patient's name to open their full profile. You’ll now be on the patient detail screen.

Step 5: Click on the “General Note” Tab
From the patient’s profile view, click on the “General Note” tab to access the notes section.

 

 

Step 6: Enter the Note Content
A large text box is provided for you to type the note.

  • You can enter up to 2000 characters.
  • The remaining characters are shown below the box (e.g., "You have 2000 characters left").

 

Step 7: Mark the Note as Important (Optional)
If the note needs to stand out, check the “Is Important” checkbox.
This will help identify high-priority notes more easily.

Step 8: Save the Note
Click the “Save” button.

  • Your name and the date/time will be automatically logged with the note.
  • The note appears immediately in the list below the entry box.

Step 9: Review Notes in the List Below
All previously saved notes appear in a list under the entry section. Each entry shows:

  • The note content
  • Created date and time
  • The name of the user who created it
  • Importance indicator (if marked)


Step 10: Print Notes (Optional)
Click the “Print” button to open a print popup with two options:

  • Print All Notes – Prints all saved notes.
  • Print Last Note – Prints only the most recent note.

  • Print All Notes – Prints all notes listed for the patient.

  • Print Last Note – Prints only the most recent note.

Step 11: Clear the Text Field (Optional)
Click “Clear” to erase the text box content if you want to start fresh without saving.

Step 12: Delete a Note
To delete an existing note, click the “X” icon next to the note you want to remove.
This deletes that specific note from the list.




 

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