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Adding a clinical note from the custom notes template

Clinical notes are free-form notes that you can enter at any time during an exam. By using clinical note templates, you can follow an orderly format when entering notes for a patient. You can add a clinical note from any of the following six note templates.

·        Soft Tissue

·        Functional

·        Periodontium

·        Oral Hygiene

·        Orthodontic

·        Custom Notes

To add a clinical note from the custom notes template

1.   Select a patient.

2.   In the Chart toolbar, click Clinical Notes.

The Clinical Notes dialog box appears.

3.   To attach the current system date to the note, click Insert Dateline.

4.   Click Templates.

The Clinical Notes Templates dialog box appears.

5.   Click Custom Notes.

The Add to Clinical Notes - Custom Notes dialog box appears.

6.   Select the note that you want to insert, and then click OK.

The note is added to the Clinical Notes dialog box.

Note: You can create up to 99 custom notes in the Clinical Notes dialog box. To learn more, see Setting up custom case notes.