Adding note templates

You can create and edit note templates to make creating patient notes easier and more efficient.

To add a note template

1.   In the Contact Details pane, click Insert Note Template.

The Select Note Template dialog box appears.

2.   Click Add New.

The Add Note Template dialog box appears.

3.   Do the following:

·        Description - Type a description of the template.

·        Template Text - Type the text that you want to include in the template. Use the toolbar to format the text and to create bulleted and numbered lists.

·        Insert Date - Click to insert a date.

·        Clear Note - Click to delete the text of the template.

4.   Click OK, and then click Insert to place the template's text in the Custom Notes text box.