Provider Notes in the Clinical Summary

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The Provider Notes list will include all finalized and in progress notes that were created in OneView.  ProviderNotes.png

Provider Notes List Details

The list defaults to the past 60 days of active notes but can be changed by selecting the dropdown to choose the past 6 months, year, or 2+ years or by selecting the Show Inactive checkbox.

The note detail will include the note type, date of the encounter, the physician who created the note, and note status. 

Please note

The encounter note titles have changed.  Notes created before February 13, 2025, may display a different name. The titles were changed to differentiate the encounter note types related to patient modalities.

Click to view the note title changes

New Encounter Name

Previous Encounter Name

ICHD Comprehensive Note Comprehensive Note
Limited Note

Limited Encounter

PD Comprehensive Note

PD Encounter

HHD Comprehensive Note

HHD Encounter

AKI Note

AKI Encounter

Transition of Care

Transition of Care (no change)

Home Training Note

Home Training Encounter

Non Visit Note

Non Visit Note (no change)

Hover over the note to reveal the actions you can take on that note. 

Encounters marked as having a completed History & Physical will show the HP indicator next to the encounter note type.  ProviderNotes-H&P.png

To read more about H&P notes, click here.

Edit Note

The pencil icon is available to edit or amend the notes that are not older than 90 days from today's date.   ProviderNotes-Edit.png

Physicians can edit and finalize in progress encounter notes started by a non-physician provider (NPP).  A physician is not allowed to edit or finalize another physician’s note, and an NPP can not edit or finalize a physician or another NPP’s note.

For more information on editing a note, reference this article.

Deactivate Note

The circle icon is available to deactivate the selected note. You will be prompted to enter a reason for the deactivation prior to the action being completed. ProviderNotes-Deactivate.png

For more information on deactivating or reactivating a note, reference this article.

View PDF

The document icon is available to view a PDF version of the encounter. The PDF can be printed or saved locally. ProviderNotes-ViewPDF.png

For more information on viewing a PDF version of a note, reference this article.

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