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Opening a patient’s clinical notes:

There are two main ways to bring up a patient’s clinical notes:

1. Select a patient from the appointment book and press [Enter]

General Information 1


2. Click on the Notes button at the top of the screen, and search for the patient.

Patient Information

At the top of the screen, you will see an overview of the patient’s personal information.

To make any changes, click on the patient’s name. This will open a new tab with the patient’s details.

When you have finished editing details, click “Finish”.

  • The patient details screen will close, and the clinical notes will be updated.

Consultation Information

The consultation information is at the top of the screen, next to the patient’s details.

Correct the date or “authorized by” as required, using the drop-down fields. You can also change the type of appointment (e.g. home visit; script only).

You cannot change the “Author” – this is automatically entered, based on who has logged on to MyPractice.

See Writing consultation notes 

Moving to other Family Members

Family members of this patient are listed at the bottom left of the screen. Double-click on a family member to open their clinical notes.

Confirm if you would like to create a walk-in appointment for this family member.

The family member’s notes will open in a separate tab and the notes of the original person remain open.

Finishing the Consultation

When you are finished the appointment, click on Finish to save changes to the notes.

Click on  Finish + Bill to save changes and open the Point of Sale screen, where you can create an invoice.

When you exit the clinical notes, the program will print any letters, forms, scripts etc. that you have created during the consultation.