Notes are for your team’s internal record. Use them for clinical observations, visit documentation, diagnoses, handover points, and follow-up ideas.
Unlike documents, notes are not the main patient-facing writing surface.
Create a note
You can create a note anywhere you see Add note.
Common starting points are:
- Patient profile for general patient notes
- Live Mode for notes tied to the current booking
- Plans, purchases, and diagnostic results when the note should stay attached to that workflow
circleOS carries the current context into the note automatically, so it is usually best to start from the page you are already working in.
The dedicated Notes page exists, but many teams rarely start there. In day-to-day use, notes are usually created from the patient or workflow that already has your attention.
While you write
Each note has:
- a title
- a body in the block editor
- a type such as Note, Documentation, Fact, Opportunity, or Diagnosis
Drafts save automatically once the note has meaningful title or body content. When the note is ready, use Save to publish it. On Mac, Cmd + Enter also publishes.
If the note is a Diagnosis note, circleOS asks for one extra confirmation before publishing.
Templates
Notes can start from a reusable template.
- Open the note editor.
- Click Template in the top-right corner.
- Choose a template, or choose the blank option to clear the structure and start over.
If the note already contains content, circleOS asks before replacing it.
Pinning
Pin a note when the same information should stay easy to find on every visit.
- Open the note action menu and choose Pin to profile.
- Only notes linked to a patient can be pinned.
- The pinned note appears in the patient’s Pinned note area and in Live Mode.
- Pinning a different note replaces the previous pinned note.
If no pinned note exists yet, you can create one directly from the pinned-note area on the patient profile.
Context and Filing
Notes are filed by the context they were created from. A note can be linked to a patient and also to a booking, purchase, plan, or diagnostic result.
Those context links control where the note appears later. For example, a note created in Live Mode usually appears on both the patient and the booking.
See Note Types for the meaning of each type, and Context Links for how note context works.
AI and Editing
Where AI is enabled, the note action menu can pass note content into AI-powered follow-up workflows such as plan or document generation.
Notes use the same block editor described in Using the Text Editor.