You can add the clinical note templates that you use most commonly to the list of favourites. Your favourites 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 favourites
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims.
The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims tab selected.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Progress Notes.
The patient's clinical record opens with the Progress Notes tab selected.
If you are not already viewing the location that has the clinical note template that you want to make a favourite, 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 favourite, you have access to it from all locations because your favourites are associated with your user account.
Do one of the following:
On the Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims 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 button menu, click (or tap) Add Clinical Note) as if you were going to add a clinical note.
On the Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims tab of a patient's clinical record, from the Clinical Notes button menu, select a clinical note.
On the Progress Notes tab of a patient's clinical record, select any clinical note.
The Add Clinical Note or the Clinical Note dialogue box appears.
On the Templates tab, click (or tap) the grey star of the template that you want to make a favourite.
Tips:
Favourite clinical note templates have yellow stars next to them. Non-favourites have grey stars.
Clinical note templates that you have marked as your favourites appear in the Favorites section on the Templates tab.
Click (or tap) Cancel.
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