Adding Custom Clinical Notes

Create customized clinical note templates tailored to your practice. Once your templates are ready, you can begin charting efficiently.

Adding a Clinical Note From an Appointment

1. Click on the Appointment. You will see options based on previous notes, the number of Clinical Note Templates, and whether a default template is set.
2. Click Add Default if a default clinical note template is set.
3. Alternatively, click Add Note. You will have the option to duplicate previous finalized notes or select a Clinical Note Template.
4. Once you've made your selection, a clickable link labeled 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. If your clinic has only one Clinical Note Template, you will have the option to click Add New.
4. To duplicate a previous finalized note, click the Duplicate icon from the finalized note section.
5. Click Add Default if a default clinical note template is set.
6. Alternatively, click Add Note to select a Clinical Note Template.