How to add addenda to prior treatment notes

    in Treatment Notes

    When a student has returned to be seen for a prior issue (e.g. worsening symptoms or for a required recheck), you will want to link all relevant treatment notes together for the same issue.

    • Step-by-Step Instructions
    Go to Front Desk.

    Go to Search Student Medical Record and click Search.

    Once in the Student Medical Record, go to Recent Treatment Notes and click View All/Print.

    Locate the primary note. Expand the historical treatment note.

    Click Add Addendum.

    The assigned default template will be displayed. You can change the template by clicking Change next to the current template name.

    An addendum will appear under the primary note in search results.

    • Tips and Tricks
    How to set a default addendum

    Go to Admin Dashboard.
    Select the Note Templates option under Treatment Notes Section.
    Find the template you wish to update with a default addendum and click edit to the right of that template.
    Locate the Default Addendum Template dropdown to choose the appropriate template.
    Click the Save button.

    How to modify template view

    Users with access to multiple templates can modify their view by clicking Change next to the current template name.

    How to modify time & duration of visit
    For users that chart later in the day, Start time and/or Duration or End time can be modified. End time has a prebuilt default built into it; however it can be modified to match the exact duration for the visit.
    How to share treatment notes with parents
    Users can choose to share a treatment note with parents if necessary. The options are:

    Do not share with parents
    Share with parents – No Email
    Share with parents – Send Email

    The email notification simply alerts the parent that a new treatment note has been shared with them and to log into their Magnus Health account to review the details.

    • User Permissions Required For This Guide