Editing clinical notes templates

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. You can edit clinical note templates.

To edit a clinical notes template

1.   In the Perio Chart, click View, and then click Clinical Notes Panel.

The Clinical Notes panel appears.

2.   In the Clinical Notes Template toolbar, click the Template Setup button.

The Template Setup dialog box appears.

3.   Select the template that you want to edit, and click Edit Template.

The Edit Clinical Note Template dialog box appears.

4.   Edit the text and/or the prompts associated with the template.

5.   To save the changes to the template, click OK.