Create a Chart Note From a Template

Create a Chart Note From a Template

• Right click on an appointment and select Patient>>Write Chart Note

Or

• From the Patient Record, select Clinical>>Write Notes then select the desired appointment OR select the appropriate Insta-Note to create a Chart Note not linked to an appointment (or an additional note).

OR

• From the Chart Note Editor Menu, select Templates
• Select the desired Template from the Chart Notes section/sub folder.

• Edit Chart Note as needed
• Click desired saving option (Sign & Finish, Sign & Print, Save Draft)