Notes Component Redesign
What changed and why — a walkthrough of every update to the patient notes experience.
Notes Component Redesign
What changed and why — a walkthrough of every update to the patient notes experience.
1Quick Notes — Faster to find your templated notes
Templated notes were hidden inside a dropdown — staff had to open it, scroll through options, and select one. Now they're visible as clickable chips in a collapsible panel. You can see all your templates at a glance and tap to append. Much faster for high-volume note entry.
Templates hidden inside a dropdown:
Templates visible as clickable chips:
2Two-Way Communication Toggle
Previously, "Add Note" and "Add Call With Note" were two separate buttons sitting side by side — easy to hit the wrong one, and unclear what the difference meant. Now there's a clear toggle: flip it on to flag the note as a two-way communication, then submit with a single "Add Note" button. The note then shows a "Two Way Comm" badge instead of the old heavy blue "Call Made" banner.
Two confusing side-by-side buttons:
Notes with calls got a heavy blue banner:
Clear toggle + single button:
Notes show a subtle inline badge:
33-Dot Menu & Notes History
New button in the Notes header
Click the 3-dot menu to open "Notes History" — a slide-out drawer with the full history of all notes, with its own date filter. No more scrolling through the inline list.
Date dropdown below notes list filters inline:
3-dot menu → slide-out drawer:
