You can customize the categories for organizing clinical note templates.
Note: Setting up clinical note template categories requires the "Clinical Notes, Template Setup" security right.
To set up clinical note template categories
In
Clinical Notes, click the
Template Setup button 
.
If applicable, do one of the following:
If the Clinical Notes, Template Setup dialog box appears, user verification has been assigned to the "Clinical Notes, Template Setup" task. Do one of the following:
If your user account has been granted the "Clinical Notes, Template Setup" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Clinical Notes, Template Setup" security right, have a user with permission temporarily override this restriction so you can set up clinical note templates this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Clinical Notes, Template Setup" security right. To have a user with permission temporarily override this restriction so you can set up clinical note templates this one time, do the following:
On the message, click Yes.
In the Clinical Notes, Template Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Template Setup dialog box appears.
Click Category Setup.
The Category Setup dialog box appears.
Do any of the following:
To create a category, click New Category, enter the category name in the box that appears at the bottom of the list, and then click press TAB (or ENTER if you want to close the Category Setup dialog box after making the new category).
To rename a category, select the category you want to rename to make that item editable, click Rename Category, enter the new name for the category, and then press Tab (or Enter if you want to close the Category Setup dialog box after making the change).
To delete a category, select the category you want to delete (you can only delete a category if it does not contain any templates), click Delete Category, and then click Yes to confirm the deletion.
To change the order of the categories (for example, to arrange a new category in alphabetical order with the other categories), select a category, and then click Move Up or Move Down until the desired order is achieved. Repeat this process for any other categories you want to move.
If the Category Setup dialog box is still open, click Close.