Patient Notes Workspace

The notes workspace is a full-page writing area attached to a patient’s chart. It lists the notes filed for one patient and lets clinicians claim an existing note into the chart. Open it with Notes under the patient’s name in the sidebar, or from Notes at /notes, where you first search for the patient.

Note: The notes workspace is available only when your Medbot deployment has turned it on. If it is off, the Notes entry is missing and the page shows “not found”.

Who can do this

Task	Clinic Admin	Receptionist	Doctor	Nurse
Open a patient’s notes and read the list	Yes	Yes	Yes	Yes
Claim an existing note into the chart	Yes	No	Yes	Yes
Start a new note	Yes	No	Yes	Yes
Remove or delete a note	Yes	No	Yes	Yes

A Receptionist opens the workspace in read-only mode and does not see the buttons for changing notes.

Finding a patient’s notes

Select Notes in the sidebar. This opens a page that says “Search for a patient to view the notes claimed into their chart.”
Type in Search patients by name… and select the patient. From a patient’s chart, select Notes under their name to go straight there.

The workspace is laid out as a workbench with three areas:

On the left, the Notes dock, with the tabs Notes, Chart, Templates and Resources. Only Clinic Admins, Doctors and Nurses see Chart.
In the centre, the note you are writing.
On the right, the AI dock, with the tabs Chat and Agents.

The Notes tab lists the patient’s notes under Search notes. An empty chart says “No notes in this patient’s chart yet.” Type in Search notes to filter the list by title. Each row shows the title and when it was last updated.

Previewing a note or encounter

Select the eye icon on a note (Preview beside the open note) to open it read-only in a second tab beside the note you are writing. Select Open for editing in the preview to switch to that note.

The Chart tab shows the patient, their allergies, problems and medications, and their encounters. Select a past encounter to preview its orders and latest note in the centre. Only one preview is open at a time.

Note: Your deployment may also turn on a bottom dock with Medications and Orders tabs, for drafting orders and prescriptions and then signing them. It is off by default.

Claiming an existing note

A note you wrote elsewhere in Medbot can be filed into a patient’s chart.

Select the link icon (Claim an existing note).
In Claim a note into this patient’s chart, search under Note (“Search your notes by title…”) and pick one of your own notes.
Optionally, fill in Encounter id (optional) to link the note to a visit. Leave it blank to link to the patient only.
Select Claim.

If claiming fails, the window shows the reason.

Starting and removing notes

Select New to start a note. It is available only while the patient has an open encounter. Otherwise the button is disabled and its tooltip says “This patient has no open encounter to note against.” See Encounters & Clinical Notes.

Use the three-dot Note actions menu on a row to choose Remove from chart (for a claimed note, which keeps the note itself) or Delete note.

Encounters & Clinical Notes: consultation notes and progress notes on the chart.
Roles & Permissions: what each role can do.