Manage Note Goal Choices (Picklist)

Manage Note Goal Choices (Picklist)

Therapist Notes: Accessing the Picklist

      1. Select the pen/paper icon on a note within the Details tab to access the picklist
      2. The Picklist interface will appear
Once in the Picklist
      A. Click on "New Option" for a shortcut to add new text options to the picklist if needed.
                  1. Select the category
                2. Click on the text
                3. Click Insert

Managing the Pick List: Where to go?

      1. Users will be able to manage their picklist under Documentation-> Manage Note Goal Choices

Creating a Category

A. If users plan on creating a large amount of picklist options, it is best to avoid the "All" Category and create a category as it may cause          confusion when trying to search for your options when doing documentation
               1.  Select the Patient Type->Document Type ->Goal Type
               2. Create or Edit a Category

Creating Picklist Options

      1.  Select the Patient Type->Document Type ->Section->Field->Category.
      2.  Click on Edit to update an existing option or click on New to add a option

My List: Setting up a Pick List for individual Users
 *Super Users will have access to all user's picklist options
            1. Check mark "My List"
            2. Click New
​

  1. Assign a User


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