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Move/Copy Notes to a Patient

Easily assign your note to your patient.

Updated over a week ago

ℹ️ Patients are a last-generation feature and won't be updated as frequently. If you already use a PIMS, we recommend not creating patients in Scribenote and simply using our auto-generated note titles to keep track of which patients your medical records are for.

Assign your note to a patient!

  1. Go to your Notebook, then Quicknotes. Here you will be able to see all your notes. Select the note that you wish to move to a certain patient and tap Move.

⚠️ Important Disclaimer: Recordings and attachments will not be copied to the new note, but will remain on the original.

You can alternatively select Duplicate and this will make a drafted copy of the note!

2. Select the patient that you wish to move your note to. You can type in the search bar or create a new patient, if needed.

3. Confirm your selection.

4. You'll then get a green confirmation popup and be taken to your paw friend's profile!

Notes that have been assigned to a patient are in the Patient Notebook. Notes that have not been assigned to a patient are called quicknotes and are in your Inbox.

So now, when you go to your patients' profiles, you'll be able to see all their notes listed in one spot! 🐾

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