Managing Clinical Note Templates

As a healthcare professional using Noterro, you have the ability to manage clinical note templates to streamline your documentation process and ensure consistent and efficient note-taking. Noterro provides the tools to add, edit, disable, and delete clinical note templates. Let's explore each of these actions in detail.

Adding Clinical Note Templates

Adding a new clinical note template is valuable in creating standardized documentation for various Patient encounters. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Click Add New.
6. You have three options. You can select a Noterro Template, a Template you have already added, or you can start with a Blank Note Template.
7. If you start with a Blank Template, you must enter the name of your Clinical Note before you begin.
8. Use the Form editor to create your custom note template. Any changes you make to the form will be auto-saved.

Important Note: Once a Clinic Note Template has been added to a Patient, much of the form cannot be changed and will be labelled "In Use." If you want to make changes, duplicate the Clinic Note Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template. Also, if your clinic uses multiple templates, Practitioners can designate a default template in their Charting settings section.

Editing Clinical Note Templates

If you need to make changes or update a clinical note template, you must Duplicate the Clinic Form Template.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Locate the specific clinical note template you want to duplicate and click on the Three Dots.
6. Select Duplicate.
7. Update the name and close the Settings.
8. Update the Clinical Note Template.

Important Note: After you have duplicated the clinical note template and made changes, you may want to disable the one labelled "In Use."

Disabling Clinical Note Templates

Disabling a clinical note template can be useful when temporarily removing it from the available options. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Locate the specific clinical note template you want to disable and click on the Three Dots.
6. Select Disable.

Enabling Clinical Note Templates

You may want to enable clinical form templates that have been previously disabled.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Click on Show Disabled Clinical Notes.
6. Locate the specific clinical note template you want to enable and click on the Three Dots.
7. Select Enable.

Deleting Clinical Note Templates

Deleting a clinical note template should be done cautiously, as it permanently removes it from your library. If you're certain you want to delete a clinical note template, follow these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Locate the specific clinical note template you want to delete and click on the Three Dots.
6. Select Delete.
7. In the prompt that appears, click Yes, Delete to confirm deletion.

Important Note: Deleting a clinical note template will permanently remove it from your template library. Keep in mind that you can only delete Clinical Note Templates that are not "in use." For "In Use" Clinical Note Templates, consider Disabling them instead. Communicate any changes to your team members to ensure a smooth transition.

Previewing Clinical Note Templates

You may want to preview a clinical note template. This is not a functional template, it only displays the forms sections, categories and questions.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Templates.
4. Scroll to the Clinical Notes section.
5. Locate the specific clinical note template you want to preview and click on the Three Dots.
6. Select Preview.

Important Note: Only the Administrator can manage Clinical Note Templates. Individual Practitioners cannot add or edit clinical note templates. Practitioners can set their default clinical note template in their charting settings under their personal settings.