Adding Notes in eRAD (Patient Notes vs. Order Notes)

Purpose: To ensure Contact Center agents accurately document information in the correct section of the Patient Folder in eRAD

🧾 Order Notes

Used for: Documenting details specific to a patient’s exam/order.
Examples: Prep instructions provided, patient requests, appointment changes, confirmation details.

1. Open the Patient Folder
   • Use the search function in eRAD to locate and open the correct Patient Folder.
     
     
2. Open the Patient's Accession:
   • If exam status is "Ordered" → Double-click the accession to open.
     
   • If any other status (e.g., Scheduled, Canceled, Competed) →
     
     • Right-click the accession
     • Select "View/Edit"
       
       
3. Enter Order Notes
   
   • Navigate to the Order Tab.
   • Type your note in ALL CAPS in the Order Notes field.
   • Date and agent name are automatically applied.
     
     
4. Save Documentation
   • If exam status is "Ordered" → Click [Save as order]
     
   • If any other status (e.g., Scheduled, Canceled, Completed) → Click [Save]
     
     

👤 Patient Notes

Used for: Documenting information that applies to the patient overall, regardless of a specific exam.
Examples: Communication preferences, Do Not Contact requests, interpreter needed, etc.

1. Open the Patient Folder
   • Use the search function in eRAD to locate and open the correct Patient Folder.
     
     
2. Open the Edit Patient Screen
   
   • Click [Edit Patient] in the toolbar.
     
     
3. Enter Patient Notes
   
   • In the Edit Patient tab, go to Patient Notes
   • Add relevant patient-level notes in ALL CAPS, using a clear, professional format.
   • Click [SAVE]

EDITED: 06/04/2025