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How to write and sign a clinical note

Create a draft on the patient chart, review it, and sign when it is ready.

  1. Open Patients → the patient → Notes

    Choose the clinical notes view and start a New note.

  2. Choose the note layout

    Select the note type or template and complete the appointment details shown. Fill in the sections for the visit.

  3. Save and review the draft

    Save draft while you work. Review every section, including text copied from an earlier note or generated with AI.

  4. Sign the completed note

    Use the signing control only after reviewing the final note. Signing locks the clinical record; unsigned drafts can still be edited.