Add Notes to a Person From AnalyticsPRO
Add Notes to Messaging History
1. Navigate to the AnalyticsPRO module.
2. Select your preferred report
3. Open the Diagram List, or use the Listings Report to find the person(s), you'd like to add a note to
4. Select all applicable person(s)
5. Select Bulk Actions > Add Note
6. Configure the note you would like to add to the person's messaging history. Click Submit upon completion.
7. Select the person's name to review their messaging history to review note.
The note function is for internal use only and it is not shared with the subscriber. Although the note is kept internally, always follow appropriate use guidelines for your facility when documenting on a person in Dialog Health.
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