Defining New Note Templates

If you want to attach a note to the patient’s chart that is not on the Note Template Pick List, you can define a new template. For each new template, you can specify a set of associated variables, or questions to be answered, for each use of the note.

To define a new Note type:

From the Note Template Pick List, click Define New. The Note Template window is displayed.
In the Grouping box, type a grouping for the note in the pick list, such as Complaint, Hygiene, Crown, Rx, and so forth.

The Group column on the pick list is case-sensitive. The Groups that come with PracticeWorks are in all caps. For example, if you use Rx as a group for a new note, that note would be in a new category, and not the existing RX category.

In the Summary box, type a summary of the note template, such as Complains of pain, Anesthetic used, Prophy notes, and so forth.
In the Note text area, enter the text to display in the note. As you create the note text, place your cursor where you want to insert a variable from the Note Variables list.
Select an item from the Note Variables list by double-clicking it. The item is automatically inserted into the text.
In the Display characters box, you can designate characters to display for this note. When you type characters into this field, the options become active. You can choose to inactivate the characters or have them display in bold.
In the Show characters on area, select the options to display this note on the patient’s Hard Tissue tab, Soft Tissue tab, or Arch/quad view. You can click Select all or Clear all to change the options quickly.
In the Type: area, you can choose whether to have this note display as an Alert!, a Watch, or both. See Medical Alerts for more information.
Click OK.