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How to Create a Disclaimer Note

Disclaimer Note, Patient Note, Contact Card

Amy Bergren avatar
Written by Amy Bergren
Updated over 10 months ago

Do you have patients that require specific needs, have special preferences for care, or you just need to remember something about them in general? We have a way to notate that in Clerk!

The Disclaimer Note will live in the patient's Contact Card, which means you can easily see this at a glance at the Appointment Summary, SOAP Note Outcome page, Checkout, and anywhere you see this patient in Clerk!

To add a Disclaimer Note, go to any patient’s profile in Clerk under the General Details select the three dots to Edit the Values to access the Disclaimer Note:

Here, you can create a note that is clinic-facing only (meaning that, if your patients ever request a full report of their patient records, this note will not be included in that report):

Now, your staff can view important information about patients at a quick glance right in the patient’s Contact Card! ✨Fun Fact✨ this note can be updated as needed!

Notating has never been easier 😎

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