Internal notes and Documenti

Internal notes on the patient card are for operational handover — allergies flagged at reception, membership queries, or “running late”. They are not a replacement for clinical notes in Documenti, but they do copy across so clinicians see context on the daily list.

Add an internal note

Open the patient card in Clinic Membership.
Scroll to Internal notes (or add a note when creating a patient).
Type your note and save.
The note syncs to Documenti with the author’s name — usually within about a minute.

Maya Thompson patient card with an internal note in Clinic Membership — Add a short internal note on the patient card — reception handover, not clinical documentation.

In Documenti

After sync, the same note appears under Admin notes on the patient overview in Documenti — separate from clinical consultation notes.

Note

Clinical documentation — consultation notes, treatment maps, and consents — stays in Documenti only. Do not put clinical detail in internal notes.

What happens next

What syncs between Clinic Membership and Documenti
Full list of what crosses between systems.
Assign tasks to your team
Use tasks for actionable follow-ups that sync too.