The Outstanding Clinical Notes widget provides a quick and easy way to view any clinical notes that have not been completed on your home screen.
To add the widget to your home screen, navigate to Customise > Outstanding Clinical Notes on your home page and drag the icon to your desired location on the dashboard. The widget will automatically refresh and update, displaying any clinical notes that have not been completed.
Widget Settings
Select the settings icon on the widget to configure it. The Default Action dropdown controls what happens when you select a patient in the list:
Start a new note with your preferred template - creates a new note using your preferred template, the same as selecting New on the Clinical Notes tab
Go To Clinical Notes Tab - takes you to the patient's Clinical Notes tab, the previous default behaviour
New AI Dictation, New AI Conversation or New AI Notepad - starts a new AI Clinical Note directly using that method (only shown to PracSuite AI subscribers; these three options are hidden from the dropdown entirely for practices not subscribed)
If you're a PracSuite AI subscriber, each patient in the widget also shows a persistent AI button on the right. Select it at any time to jump straight into a new AI Clinical Note for that patient, regardless of your Default Action setting.
What to check if an appointment appears with an outstanding note
If you've completed a clinical note, but the patient is still appearing in your Outstanding Clinical Notes widget, it's important to check that the Location, Practitioner and Date of the clinical note match the appointment.
To confirm that the details of an existing clinical note are correct, click on the patient in the Outstanding Clinical Notes widget, which will take you to the Clinical Notes tab of the patient file.
In the clinical note timeline, double-check that the Location, Practitioner and Date match the appointment exactly.
Use the practitioner drop-down or date and time calendar icon to correct any discrepancies. Click Save when done.
In the case of multi-location businesses, make sure that both the Practitioner and Business match the appointment. The Business selected in the top right-hand side of the screen is used to set the Business when creating new clinical notes.
It is possible to enable a prompt to select your active Business each time you log into PracSuite so that the correct location is selected at the start of each day. Click here for more info on how to enable this setting.