Note Info

The Note Info page provides detailed information about the note, along with an activity log that tracks the history of changes. It can be accessed from either the Note Viewer or Note Editor.

To open Note Info, select Info from the ellipsis menu in the Action Panel, or choose View Info from the Actions menu in the workflow folder grid.

Note Info appears as an overlay on top of the Viewer or Editor when opened from those pages. Use the Close Info button below the Action Panel on the right side to return to the Viewer or Editor.

Note Info includes five main sections:

Action Panel
Document Info
Dictation Info
Append Info
Activity Log

The Note ID is displayed beneath the Action Panel on the left. A Refresh button on the right reloads the page with the most recent data.

Action Panel

The Action Panel appears consistently across the Note Viewer, Note Editor, and Note Info. It contains basic patient demographics, action buttons, and the ellipsis menu. Available options depend on the user's permissions and the note’s position in the workflow.

See Action Panel for more details.

A timestamp indicating the last save is shown below the ellipsis menu.

Document Info

This section displays read-only details related to the patient, appointment, orders, and workflow. These fields reflect the current values linked to the note. Editing patient or appointment information in the Note Editor updates what is shown here.

The note's current position in the workflow is displayed at the top of this section.

Dictation Info

Dictation Info displays a read-only view of the original data associated with the dictation. It includes metadata received at the time of dictation, and does not update if patient or appointment details are changed later.

Append Info

This section shows whether the current note is appended to or prepended by any other notes. All linked note IDs are listed, along with their current workflow status.

The current note always appears in the list, even if it’s not part of an appended group.

To view the activity log of a listed note, click View Activity Log next to its ID. Only one log can be displayed at a time in the Info page.

Activity Log

The Activity Log tracks actions performed on the note. Entries older than 90 days are archived and can be retrieved by clicking View Older Activities at the bottom of the log.

Click column headers to sort by ascending or descending order. The time zone in use appears above the table.

Activity Log Columns

Date: Date and time of the action.
Activity: Description of what was done.
User: The username, user ID, or function that performed the action.
Type: The login type or automation responsible for the action (e.g., “Interfacing”).

Some actions include additional information. Click the caret ^ next to the date to expand the details. Click to open the Version History.

Version History

Each time the note is saved, a version history entry is created. These are marked by a version history icon next to the date. Click the entry to open the version details.

The Version History controls enable you to filter the displayed data and navigate through the note's version history.

Version History Controls

Expand All: Show details in all sections.
Collapse All: Hide details in all sections.
Show Changes Only: Toggle to display only changed fields.
Older / Newer: Navigate through different version records.
Close: Exit Version History record and return to Note Info.

Version History Sections

The Version History is divided into four sections:

Document & Patient Info - Includes document details, patient demographics, and appointment information.
Document Body - Displays the full text of the note for the prior and current versions.
Associates - Shows associates who have been added to or removed from the note. A separate Associate section appears for each associate.
Additional Authenticators - Displays additional authenticators added to or removed from the note. A separate section appears for each authenticator.

In all sections except Document Body, changed fields are highlighted in orange. Toggle Show Changes Only on to display only fields with changes, or off to show all fields.

The Document & Patient Info, Associates, and Additional Authenticators sections display data in two columns:

Current Version - Right side; shows the data after the action listed in the Current column header was completed.
Prior Version - Left side; shows the data before the Current action occurred.

Each column header includes the action performed, the timestamp, and the user who made the change.

Document Body Tabs

The Document Body section contains three tabs:

Comparison View – Left tab - A merged view of the prior and current versions showing added, removed, and stylized text with color-coded markup.
Prior Version – Middle tab - Read-only view of the previous version’s note text.
Current Version – Right tab - Read-only view of the current note text.

By default, the Comparison View tab is selected. This view merges the Prior and Current versions to show differences using inline markup.

Select the Prior Version tab to view the note text as it appeared before the change. Select the Current Version tab to see the updated version.

The column header of the selected tab appears in green text.

Restore Prior Versions

With appropriate permissions, you can restore a prior version of the note text. Patient and appointment demographics, referrals, and additional authenticators cannot be restored. The note must be open in the editor, and Info must be accessed from there to enable the restore function.

To restore:

Open the Note Editor.
Select Info from the ellipsis menu.
In the Activity Log, select a version history entry from an Edit action.
In the Document Body section, choose the Prior or Current tab.
Scroll down to the bottom of the Document Body section and click Restore.
Confirm your action in the pop-up window.
Save the note in the editor to complete the restore.

Important

If you close the editor without saving, the restore will not be completed.