Understanding Default Clinical Notes

Why This Matters

Your default clinical note helps you stay consistent in how you document treatments while saving time during your day. It allows you to select from a list of templates created by your clinic admin and choose the one you use most often.

This is especially useful if you follow a specific structure for different types of appointments, such as initial assessments, ongoing treatments, or discharge notes.

When set, your default clinical note will automatically load when you create a note from an appointment, reducing the need to manually select a template each time. You can still switch templates if needed, but setting a default ensures your most commonly used note is always ready, helping you document quickly and consistently.