Create a Note from the Template Library

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Create a Note from the Template Library

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Creating a note within the patient account may be streamlined by using a template from the Template Library. The Create Note option is only available when the Template Library is accessed from within the Notes Application in a patient's chart.

 

 

To create a note from the template library:

 

1.Select a template.

 

2.Select Create Note from the top of the screen.

 

3.A Create Note screen will display. Add any needed modifications to the note and address all anchors. See Create a Note for additional information on editing the note.

 

4.Select Draft to save the note or Sign to complete the note.