Adding Custom Clinical Notes

You can create clinical note templates specific to your practice. After you create your templates, you're ready to start charting.

Adding a Clinical Note From an Appointment

1. Click on the Appointment, and you will have a number of choices based on previous notes, the number of Clinical Note Templates, and whether a Default Clinical Note template has been set.
2. Click Add Default if a default clinical note template has been set.
3. Or click on Add Note. You will have the option to Duplicate previous finalized notes or select a Clinical Note Template.
4. Once you have made a selection, a clickable link, "Clinical Note," will appear. Click it to open the note.

Adding a Clinical Note From Patient Profile

1. Click on the Patient's name.
2. Click on Clinical Notes in the left sidebar.
3. You will only have the option to click Add New if your clinic has only one Clinical Note Template.
4. If you would like to Duplicate a previous Finalized note, click the Duplicate icon from the Finalized note section on that page.
5. Click Add Default if a default clinical note template has been set.
6. Or click on Add Note. You will have the option to select a Clinical Note Template from there.