How to Use Sticky Notes in DocVilla

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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

  1. Search for the patient by name in the Search Bar.

  2. Click to open the Patient Profile.

2025-11-03 15_12_20-Settings-20251103-201238.png

Step 2: Add a Sticky Note

  1. Add Notes> Add Sticky Notes (usually in the right panel or under the Notes tab).

2025-11-03 14_48_15-Settings-20251103-194843.png
  1. Enter the note details in the text box.

    • Example: “Patient prefers morning appointments only” or “Verify insurance before each visit.”

2025-11-03 14_52_26-Settings-20251103-195256.png

Step 3: Enable Automatic Display

  1. Below the note text box, check the box labeled:

    Show sticky note every time an appointment or the profile for this patient is opened.

  2. This ensures the note will pop up automatically every time:

    • You open the patient’s profile, or

    • You open an appointment for that patient.

      2025-11-03 14_52_26-Settings-20251103-195614.png

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

2025-11-03 15_11_03-Settings-20251103-201122.png

Step 2: Add a Sticky Note

  1. Locate the Sticky Notes Icon.

    2025-11-03 15_01_52-Settings-20251103-200215.png
  2. Enter the note details in the text box.

    • Example: “Patient prefers morning appointments only” or “Verify insurance before each visit.”

2025-11-03 15_04_45-Settings-20251103-200707.png

Step 3: Enable Automatic Display

  1. Below the note text box, check the box labeled:

    Show sticky note every time an appointment or the profile for this patient is opened.

  2. This ensures the note will pop up automatically every time:

    • You open the patient’s profile, or

    • You open an appointment for that patient.

2025-11-03 15_04_45-Settings-20251103-200847.png

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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