Clinical Note Templates

Note Templates allow to create and save standard text for notes that are used regularly. Instead of typing the same information each time, users can select a template and add it to a patient note. The text can then be edited if needed.

Two types of preset note templates are available in the system.

Type	Description	Location
Practice Templates	They are shared templates accessible to all users within the practice	Admin → Practice Setup → Practice Clinical Notes
User Templates	Individual users create them and use	Admin → User Setup → My Clinical Note Templates

note

Logged-in users can access their User Templates by going to System Config (their initials in the top-right corner), then selecting My Details → My Clinical Note Templates.

Clinical Note Categories

All templates can be organised into categories, making it easier for users to find templates related to a specific topic.

Adding a new Category:

Go to Admin → Practice Setup → Practice Clinical Notes for Practice templates or Admin → User Setup → Practice staff members -> Manage -> My Clinical Note Templates for User templates

1. Click ‘New Category’ 
2. Enter a name
3. Click ‘Save’

Editing a Category:

1. Select a category
2. Click ‘Edit Category’
3. Change the name
4. Save changes

Deleting a Category:

1. Select a category
2. Click ‘Edit Category’
3. Press ‘Delete’

tip

Before deleting a category, make sure all note templates associated with it are removed.

Clinical Note Templates

Adding a new template:

Go to Admin → Practice Setup → Practice Clinical Notes for Practice templates or Admin → User Setup → Practice staff members -> Manage -> My Clinical Note Templates for User templates

1. Click ‘+New Note’
2. Enter the note name and select the category.
3. Add a Slash Code . Afterwards the system will allow users to insert predefined note templates using the Slash Notes functionality. --->>> Read more
4. Create a note template by typing freehand, pasting text, or using an existing preset template.
5. Save a template

Editing a template:

1. Click the arrow next to the category to expand the list.

2. Select a template you want to edit.
3. Make your changes
4. Click Save.

Deleting a template:

1. Click the arrow next to the category to expand the list.
2. Select a template you want to delete.
3. Click ‘Delete Note’.

info

Deleting a template will not affect previously saved notes.