How do I use pinned notes?

The Pinned notes feature helps to save your practice time by making it easier to add, edit and view important non-clinical details about individual patients when scheduling appointments, checking in for a visit or viewing the patient chart. Like a sticky note for your EHR, a Pinned Note is the ideal place to record non-clinical information specific to an individual patient, where you can provide the information in narrative form and make it viewable to all members of your practice staff. Some examples of information that may be useful to record in a Pinned note include:

  • Patient prefers for appointments in the afternoon
  • Patient has two previous no-shows
  • Patient has a past due balance of $34.00

Follow the instructions below for step-by-step details on how to create, where to view, and how to edit or delete a Pinned note for a patient in the Practice Fusion EHR.

Creating a Pinned note

1. Click the pushpin icon from either the schedule, patient chart, or patient profile to add a note (see Graphic 1 below).

Graphic 1: Pin Icon in Patient Summary

2. Click Pin note to add a memo for this patient (see Graphic 2 below).

Graphic 2: No Pinned Note

3. Type your note in the text field (see Graphic 3 below). There is a 500 character limit within the field. If you have exceeded the limit, a red box will appear around the field indicating you have passed the limit and you will not be able to save your note (see Graphic 4 below). Delete characters to return within the limit. When finished with your note, click Save.  

Graphic 3: Pinned Note Text Field


Graphic 4: Error - Exceeded Character Limit


4. Notice the pushpin icon after saving your note (see Graphic 5 below). The orange dot indicates there is a note to view. Click on the pushpin icon with an orange dot to view the note.

Graphic 5: Pushpin with Note

Reviewing a Pinned note

Information on the Pinned note is viewable and editable to all staff. By clicking on the pushpin icon with an orange dot, you can see the note, which Practice Fusion user made the last edit, and the date and time it was updated. To review the most up to date note, refresh your page as someone may have recently made an edit. For ease of use, the pushpin icon can be found in the:

  • Practice Schedule Appointments tab (see Graphic 6 below)
  • Practice Schedule when booking an appointment (see Graphic 7 below)
  • Patient’s Chart (see Graphic 8 below)
  • Patient’s Profile (see Graphic 9 below)

Graphic 6: Pinned Note in Appointments Tab of Schedule


Graphic 7: Pinned Note When Booking Appointment in Schedule

Graphic 8: Pinned Note in Patient Chart

Graphic 9: Pinned Note in Patient’s Profile

Editing or Deleting Pinned note

There can only be one Pinned note per patient. All staff members can add and edit the same note if they are within the character limit.

  1. Click the pushpin icon, then click Edit to re-open the note (see Graphic 10 below). Revise the text. Click Save when finished making changes.
  2. Click the pushpin icon, then click Delete to delete the note. You will receive a second notification to ensure you want to delete the note (see Graphic 11 below). Once deleted, the note cannot be recovered. Click Delete note to finalize.

Graphic 10: Edit Pinned Note

Graphic 11: Delete Notification


EHR Features

  1. How do I get started with Practice Fusion?
  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
  23. How do I create a custom Simple note?
  24. What is population health management?
  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
  27. How do I add a new contact to my Directory?
  28. Using Voice Dictation on the iPad
  29. Where is Live Chat help?
  30. Practice Activity in the EHR for security audit
  31. How do I create a Help Ticket for the Customer Service team?
  32. How do I view and print my daily schedule?
  33. I customized all new colors for appointment types and now ALL my appointments are one color.
  34. How do I refer a colleague to Practice Fusion?
  35. How can we organize documents?
  36. Does Practice Fusion have the ability to import or export an HL7 file?
  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
  41. Why are my appointments missing?
  42. How can I hide inactive users in the Schedule?
  43. Why aren't patients receiving the email appointment reminders?
  44. What emails are sent to patients?
  45. How do you print a signed soap note?
  46. Is Practice Fusion secure?
  47. Can I generate a list of my specific patients?
  48. How do I delete or remove an uploaded document?
  49. What is the Family History section?
  50. How do I upload and reconcile clinical documents?
  51. Vaccination Clinical Decision Support Reminders
  52. How do I create referral templates?
  53. How do I use the Payer Report?
  54. How do I set durations for custom appointment types?
  55. How do I create custom document types?
  56. How do I delete custom document types?
  57. How do I add attachments to referral letters?
  58. What tools are available to track patients with overactive bladder (OAB)?
  59. How do I retrieve a referral if I don't have a Practice Fusion account?
  60. How can I use the Updox inbound fax feature with Practice Fusion?
  61. How can I track copays in the schedule?
  62. Is private training available?
  63. How do I use the help menu drop down?
  64. Can I use Dragon or other dictation software with Practice Fusion?
  65. What are appointment conflict notifications?
  66. How do I update an appointment's confirmation status in the schedule?
  67. What is the Prescription Report?
  68. How do I submit an idea?
  69. How do I use the Appointment report?
  70. How do I use the new Patient List Report?
  71. How do I batch export CCD files for a subset of my patients?
  72. How do I use pinned notes?
  73. How do I connect to NC HealthConnex HIE?
  74. How do I connect to Healthix Health Information Exchange?

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