PharmacyCopilot Docs
ClinicalPatient Management

Clinical Notes Tab

Document a clinical encounter using structured SOAP content, with medications, vitals, and lab results attached.

Starter+

The Clinical Notes tab on a patient's profile is where you write and review clinical documentation for that patient — there's no separate Clinical Notes area outside a patient's profile.

Creating a note

A note requires a type and a title:

  • Type: Consultation, Medication Review, Follow-up, Adverse Event, or Other
  • Title: a short free-text label
  • Content: structured the same way as a visit note — Subjective, Objective, Assessment, Plan (SOAP) — all optional, but at least filling in the relevant sections makes the note actually useful to whoever reads it later

What else you can attach to a note

  • Medications — link one or more of the patient's medications directly to this note
  • Vital signs — record vitals as part of the encounter
  • Lab results — attach lab data referenced during the encounter
  • Recommendations — a free-form list
  • Attachments — files relevant to the encounter
  • Follow-up — flag the note as needing follow-up and set a target date

Priority and confidentiality

Every note has a priority (Low / Medium / High, defaulting to Medium) and can be marked confidential — confidential notes are still visible to your team but flagged as sensitive.

Notes can be tagged freely, and both the title and every SOAP section are full-text searchable — useful once a patient has a long history.

Next steps

Patient Profile & Dashboard Tab

The patient profile shell — 14 tabs covering everything recorded about one patient.

Appointments Tab

This patient's scheduled and past appointments, filtered to their profile.

On this page

Creating a noteWhat else you can attach to a notePriority and confidentialityTags and searchNext steps