Write a clinical note

Notes live on the patient’s Notes tab. A note starts as a draft. Once you publish it, it’s part of the clinical record and can’t be deleted.

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Start a note

1. Open the patient’s Notes tab and select New note. Admins and reception choose which practitioner it’s for.
2. Give it a title, choose whether it’s a note, letter or report, and write.

To write a note for an appointment, open the appointment and select Notes. Under the title you can link the note to an appointment and a referrer. The referrer is who a clinical letter goes to by default. To start from an existing note, select Duplicate in its Note actions menu.

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Use a template

Select Templates in the toolbar and choose one. If the note already has text, Bilby asks before replacing it. Admins add templates in Settings › Templates.

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Add placeholders

Placeholders fill in details from the record, such as the patient’s name or the referrer’s practice. Type / or select Insert placeholder, then choose one. They’re filled in when you publish.

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Tables and images

Select Table in the toolbar to add a table, and again to add or remove rows and columns. Select Insert image to add a photo or screenshot, or paste or drag it into the note. Drag its corner to resize it. Select Write full screen for more room.