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SANDI - Temporary Account Notes

Important Note: To allow us to use both Vetstar and SANDI, notes must be per line item rather than editing a single note. Notes are displayed oldest to newest to allow the user to read them top down. This allows items added in SANDI to be backwards compatible with Vetstar. However, within SANDI you can now add a note into a single box, up to 200 characters, and it will separate itself into multiple lines.

Please be aware that Temporary Account Notes are not a permanent part of the medical record. Common examples of Temporary Account notes are:

  1. Use cell phone xxx-xxx-xxxx for today.
  2. Review Client Communication before checkout.

Edit Tempoary Account Notes

Select the pencil icon in the Temporary Account Note box.

edit temp acct notestemp acct notes add

Add a Note

  1. Select the Add Note button.
  2. It will automatically default to the patient selected in the Patient Dashboard.  You can select another patient from the drop down.
  3. Enter your text in the Note box.
  4. When finished select Save and your text will automatically be separated into separte lines.

temp acct notes note add box

Delete a Note

  • Select the X next to the line you want to delete and it will be removed. 

Keywords:temp, pop, popup, pop-up, note   Doc ID:115174
Owner:Tina O.Group:University of Illinois College of Veterinary Medicine
Created:2021-12-08 14:04 CSTUpdated:2021-12-08 15:09 CST
Sites:University of Illinois College of Veterinary Medicine
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