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How to Use Sticky Notes in DocVilla
The Sticky Notes feature in DocVilla allows you to add quick notes or important reminders to a patient’s profile. When enabled, these notes can be set to automatically pop up every time the patient’s profile or appointment is opened- ensuring critical information is never missed.
Purpose:
Use Sticky Notes to record important, non-clinical information or reminders about a patient (e.g., special instructions, billing notes, communication preferences, or follow-up reminders).
Adding a Sticky Note from the Patient Profile
Step 1: Open the Patient’s Profile
Search for the patient by name in the Search Bar.
Click to open the Patient Profile.
Step 2: Add a Sticky Note
Add Notes> Add Sticky Notes (usually in the right panel or under the Notes tab).
Enter the note details in the text box.
Example: “Patient prefers morning appointments only” or “Verify insurance before each visit.”
Step 3: Enable Automatic Display
Below the note text box, check the box labeled:
✅ Show sticky note every time an appointment or the profile for this patient is opened.
This ensures the note will pop up automatically every time:
You open the patient’s profile, or
You open an appointment for that patient.
Step 4: Save the Note
Click Save or Update to confirm your changes.
The Sticky Note will now be visible each time the patient’s record or appointment is accessed.
Adding a Sticky Note from the Encounter (Appointment) Screen
Step 1. Open the Encounter
Go to consult tab and choose the encounter
Step 2: Add a Sticky Note
Locate the Sticky Notes Icon.
Enter the note details in the text box.
Example: “Patient prefers morning appointments only” or “Verify insurance before each visit.”
Step 3: Enable Automatic Display
Below the note text box, check the box labeled:
✅ Show sticky note every time an appointment or the profile for this patient is opened.
This ensures the note will pop up automatically every time:
You open the patient’s profile, or
You open an appointment for that patient.
Step 4: Save the Note
Click Save or Update to confirm your changes.
The Sticky Note will now be visible each time the patient’s record or appointment is accessed.
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