Configuration

Users with admin permissions can :

• Setup and configure treatments
• Update treatment prices
• Design and modify note templates and treatment doccument templates

Clinical Note Templates…

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

All templates are also divided into sections for easy navigation and use.

Clinical Note Categories

Adding a new Category:

Go to Admin → Practice Setup → Practice Clinical Notes for Practice templates or Admin → User Setup → 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 → 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 if requiered
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.