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How to Load Notes From Previous Visits - Knowledgebase / VSee Clinic for Providers - VSee Health Helpdesk

How to Load Notes From Previous Visits

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This feature allows you to retrieve and repurpose notes from past visits.

  1. Go to the Notes tab.

  2. Click on Load Notes.

  3. Select Previous Visits.

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  1. Select which previous visit you would like to load the SOAP Notes.

Note: You can sort by Newest to Oldest visits or vice versa.

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  1. After you selected a visit, click on the checkbox of the information you want to include.

Note: You can also click the checkbox for All to select all the information at once.

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  1. Click Merge or Replace the existing SOAP Notes you have for that patient’s current visit.

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You will be routed back to the SOAP Notes field to see the changes made.

Then you can Sign and Send the notes to complete and save changes.

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 pv04.png

 

 Note: Please reach out to your Account Manager if you'd like to enable this feature in your Clinic.

 

Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.

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