Editing note templates

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

To edit a note template

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

The Select Note Template dialog box appears.

2.   Select a template from the list, and then click Edit.

The Edit Note Template dialog box appears.

3.   Use one or more of the following options:

·        Insert Dateline - Click to insert a date.

·        Template Text - Edit the text as appropriate. Use the toolbar to format the text and to create bulleted and numbered lists.

·        Delete Template - Click to delete the template.

·        Clear Note - Click to clear the note.

4.   Click OK.