Quick Fixes for Common Patient Note Issues

Sometimes patients may come back with requests or issues related to their notes, prescriptions, or certificates. Here’s how you can quickly address common situations:

1. Patient’s Name Was Incorrect in the Records

If a patient booked online with the wrong spelling of their name:

• Open the Patient Record
• Click the Edit icon and update the patient's information

• Resend the files (prescription, med cert, etc.) to the patient

The updated notes will now reflect the corrected patient information.

2. Patient Requests a Prescription Again, But the Date is Old
If a patient asks for the same prescription you issued before, don’t resend from the old encounter (this will keep the old date). Instead:

• Create a New Prescription (click the + icon > Prescription)
• Use the Represcribe option in the left panel to quickly pull up previously issued meds

• Send the new prescription to the patient

This ensures today’s date is reflected on the Rx.

💡 Note: Resending directly from an old encounter will always show the date of that encounter. Creating a new prescription guarantees that the Rx shows the correct date.

❓ Have another note-related concern you’re not sure how to handle? Just send us a message and we’ll be happy to guide you!