Notes authored by clerk

Clerk Authored Notes do not upload to Netcare 

Notes authored by a Clinical Clerk will not be automatically incorporated into the communication that is used to create a consult letter. 

If your supervising physician wants to use your note for the consult letter they will need to:

1. Create a copy of your note, or 

2. make themselves the author of your note, 

Then the Communication function can be used to route the note as a consult letter to Netcare and selected recipients.

• Check with your staff to see if they are familiar with these steps. 

Option 1 - Copy and Create New Note

The Copy and Create function will take the text from the note authored by a clinical clerk and make a new note with the supervising physician as the author 

• Click edit on the note authored by the clinical clerk

• At the bottom left of the note is an icon that looks like two overlapping pieces of paper

• This button will copy the note text and create a new note with the supervising physician as the author

• Add to the note as necessary

• Accept the note

• Make sure to select Send to PCP & referring, or if desired use the Communication tool of Wrap Up to have a Consult Letter sent to Netcare

• Once the visit is signed the letter will be routed

Option 2 - Change Author

Supervising physicians can change the "ownership" of a note written by a clinical clerk using the Make me the Author function. The steps that a supervising physician would take to do this are

• Click Edit on the note authored by a clinical clerk

• Find Make me Author icon, which looks like a Lego person with a star over their shoulder

• Add text to the note as necessary

• Accept the note

• Use the Communications tool in the Wrap Up activity tab to route to Netcare as usual.

• Once the visit is signed the Consult Letter will be routed to Netcare and the author will show as the supervising physician.