Customize Note Details (Creating a Patient Type and Note Templates)
Therapist Notes: Note Details Layout
Managing Note Details: Where to go?
1. The note details can be managed under Documentation->Customize Note Details
Setting up the Patient Type
1. Click create or or edit to update an existing patient type
2. Assign a name and Discipline to the patient type if necessary
2. Assign a name and Discipline to the patient type if necessary
Setting up the Document Type
** Click on an existing patient type or the one you created to open up the associated document type(s)
If necessary, click create to add a new document type or edit to update an existing document type.
If necessary, click create to add a new document type or edit to update an existing document type.
1. Type the name of the report
2. Determine the Note type
*Particular note types will follow certain validation rules and settings
3. Check mark the fields that should show up on the printed format of the note
4. Check mark "Need Provider Signature" will auto check Need Physician Signature on the note.
*Particular note types will follow certain validation rules and settings
3. Check mark the fields that should show up on the printed format of the note
4. Check mark "Need Provider Signature" will auto check Need Physician Signature on the note.
Setting up the Section
**Click on the document type to open the associated sections
1. Create or Edit a Section
1. Create or Edit a Section
(This will be the heading for the fields)
Setting up the Fields
**Click on the Section to open the corresponding fields.
1. Click edit or new to create or update a field
a. The field name will be the subheading
1. Click edit or new to create or update a field
a. The field name will be the subheading
b. The mapping name determines how the field will copy forward into another note
c. Tracks all information written for this field throughout the patients chart
*Mapping name and History name will need to match exactly as typed for the same
field throughout each document type for the feature to work correctly
(A good rule of thumb is to have the mapping and history name the same as the field name)
(A good rule of thumb is to have the mapping and history name the same as the field name)
d. Add text to the field that will automatically populate when creating a note
Video Guide
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