Renaming clinical notes template categories

Clinical notes templates provide a way for you to follow an orderly format when entering notes for a patient. Use the templates as a uniform guide when you are collecting patient information. Clinical note categories provide a convenient way for you to organize and manage your clinical notes templates.

Renaming a clinical note template category

1.   Select a patient.

2.   In the Patient Chart, click View, point to Panels, and then click Clinical Notes.

The Clinical Notes panel appears.

3.   In the Clinical Note Template toolbar, click Template Setup.

The Template Setup dialog box appears.

4.   Click Category Setup.

The Category Setup dialog box appears.

5.   Select the category that you want to rename, and then click Rename Category.

A text box appears in the category list.

6.   To rename the category, type a new name in the text box, and then press Enter.