Create a Visit Note

EMR Guide
Last updated: August 14, 2024
EMR Visit Notes

How to create a Visit Note? 

To create a visit note, ensure you are signed in to Ambiki and on the main dashboard:  

  1. On the left navigation, click on ‘Patients’.  

 
Clicking on 'Patients' in the left navigation.



 
   




2. Select the patient that you would like to create the visit note for by clicking on their name.  

Selecting a patient by clicking on their name.



   
   






3. Towards the left side of the page, click on ‘Visit notes’.  

 
Link to visit notes.



 
   






4. On the top right-hand corner, click on ‘Add a visit note’.  

Clicking on 'Add a visit note'.



   
   







5. Fill in all the details of the visit note as needed.  
 
Fill in the Visit note.
 
   
 





6. On the bottom right-hand corner click on ‘Save visit note’.  
 
Save the Visit note.
 
 





 

7. You can also create a visit note from the Schedule. From the main dashboard, click on ‘Schedule’ in the left navigation and click on an event in the schedule. Click on the visit note icon in the bottom-right corner of the event card. 
 

 

Creating a new visit note from an event in the schedule.
 

 

 

 8. Ambiki’s Visit Notes simplify note taking and improves documentation for busy therapists, enhancing patient care. Some of the key features of Visit Notes include: 
  
  • Autosave your visit notes.  

  • Different note type.  

  • Load a prior note.  

  • Link a plan of care to the visit note.  

  • Automatically generate a parent-friendly summary of the session. 
 

9. To learn more about what is so special about Ambiki’s Visit Notes, be sure to check out our FAQ titled, “What is so special about visit notes in Ambiki”.