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Note Info

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.

Sections in Note Info

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

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

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

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

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.

Revision History

Each time the note is saved, a revision history entry is created. These are marked by a revision history icon Revision History Icon next to the date.

Click the entry to open the revision details.

Revision 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 revision records.
  • Close: Exit Revision History record and return to Note Info.


Revision History Sections

  • Document & Patient Info
  • Document Body
  • Associates (one per associate)
  • Additional Authenticators (one per authenticator)

Changed fields are highlighted in orange. Use the Show Changes Only toggle to filter visible content.

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

  • Current (right side)
  • Prior (left side)

Column headers include the action, timestamp, and user responsible.

Document Body Tabs

The Document Body section contains three tabs:

  1. Comparison View – A merged view showing added, removed, and stylized text with color-coded markup.
  2. Prior Version – Read-only view of the previous version’s note text.
  3. Current Version – Read-only view of the current note text.

Restore Prior Versions

If your permissions allow, you can restore a previous version of the note text (not the demographics).

To restore:

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

Important

If you close the editor without saving, the restored version will be lost.