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. You can use prompts to customize your templates that include dynamic data.
To edit a clinical notes prompt
1. In the Perio Chart, click View, and then click Clinical Notes Panel.
The Clinical Notes panel appears.
2. Click the Template Setup toolbar button.
The Template Setup dialog box appears.
3. Click New Template.
The New Clinical Note Template dialog box appears.
4. Click Select/Setup.
The Clinical Note Prompts dialog box appears.
5. From the list, select the prompt that you want to edit, and then click Edit.
The Edit Prompt dialog box appears.
6. As appropriate, make any changes, and then click OK.