Use memos to capture clinically relevant pre-charting details and questions to discuss with the patient. Memos may also be used to document reminders, notes, lab results, or other items used to help with the patient chart and documentation.

To create a memo:

  1. Select the Add memo button on the Memos tab.

  2. Type or dictate the content for your memo. (The memo content is automatically saved.)

  3. (Optional) Rename the memo for clarity.

Steps to create a memo

Note: Content in your memos is stored with the patient session. It does not become part of the medical record unless you copy and paste it into a note section in the Note tab or your EHR.

What's next?

Use split-view mode.  Learn how to use split view to display two tabs side by side.

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