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

   

3. On the Patient menu, under Clinical, select Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or Imaging.

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

4. Do one of the following:

   • Whether or not the patient has existing clinical notes, click (or tap) Add Clinical Note.

     

   • If the patient has existing clinical notes, do one of the following:

     • On the Clinical Notes menu, select + Add Clinical Note.

       

     • On the Clinical Notes menu, select a clinical note.

       

     • On the Progress Notes tab, select a clinical note.

       

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

   

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

   Notes:

   • 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.

     

6. Click (or tap) Cancel.