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Linking Previous Visits

Link a visit to a patient to keep related recordings, notes, and background information organized.

Written by Billy Ma

Linking visits to patients helps keep related visits organized and makes it easier to reference previous visits when reviewing a patient’s history.

Automatically include past visits

CortexaNote can automatically include past visits linked to the same patient.

To enable this:

  1. Navigate to Settings > Data management.

  2. Enable Automatically include past visits.

When this setting is enabled, CortexaNote can use relevant past visits from the linked patient to provide additional context.

How do I link a visit to a patient?

To link a visit to a patient:

  1. Open the visit you want to link.

  2. Select the patient icon next to the visit name.

  3. Search for the patient you want to link.

  4. Select the patient.

  5. Select Save changes.

Creating a new patient

If the patient has not been added before, search for their name and select Create Patient.

After selecting or creating the patient, you can adjust how the patient is identified and add any relevant background information.

Select Save Changes when you are finished.

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