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How do I write a note?

Notes
Create Note
Notes > Create Note
  1. 1Open the patient's chart
  2. 2Click Notes — it's in the activity bar at the top of the chart, usually the second or third button from the left, right next to Chart Review
  3. 3Click Create Note (or New Note) — the button at the top left of the Notes screen
  4. 4Pick the note type, then a template or SmartPhrase if you use one
  5. 5Write the note — Pend saves a draft, Sign files it to the chart; both buttons are at the bottom of the screen
  6. 6Use the Share/Route button to send it to another provider

General guidance only — exact tab, activity, and button names can vary by hospital build and by your Epic security template. Follow your local policy for anything clinical.

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