Adding clinical note templates to the list of favorites

You can add the clinical note templates that you use most commonly to the list of favorites. Your favorites are associated with your user account and are available for quick access from any location when you are entering and editing clinical notes in patients' records.

To add a clinical note template to the list of favorites

1. If you are not already viewing the location that has the clinical note template that you want to make a favorite, select that location from the Location menu.

   Tip: Even though a clinical note template is associated with a location, once you make that template a favorite, you have access to it from all locations because your favorites are associated with your user account.

2. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, or Tx Planner.

        The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab selected.

     On the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab of a patient's clinical record, click (or tap) Add Clinical Note (or if the patient has an existing clinical note, from the Clinical Notes menu, click (or tap) Add Clinical Note) as if you were going to add a clinical note.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, or Tx Planner.

        The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab selected.

     On the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab of a patient's clinical record, from the Clinical Notes menu, select a clinical note.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Progress Notes.

        The patient's clinical record opens with the Progress Notes tab selected.

     On the Progress Notes tab of a patient's clinical record, select any clinical note.

     

     

   The Add Clinical Note or the Clinical Note dialog box appears.

   

3. On the Templates tab, click (or tap) the gray star of the template that you want to make a favorite.

   Tips:

   • Favorite clinical note templates have yellow stars next to them. Non-favorites have gray stars.

     

   • Clinical note templates that you have marked as your favorites appear in the Favorites section on the Templates tab.

     

4. Click (or tap) Cancel.