Copying Generic and Default Clinical Notes

You can copy a generic or default clinical note and add it to a specific provider's list of notes.

To copy a generic or default clinical note:

Select an option:

Select List > Clinical Notes > Generic Clinical Notes.
Select List > ADA Codes > Generic Notes.
In the patient chart, from the Overview, Restorative, Perio, Exams, Clinical Imaging, or Treatment Planning tabs, select Clinical Notes > Generic Notes.

The Generic Clinical Notes window is displayed.

Select a note in the list and click Copy Note. The Copy Note to Selected Providers window is displayed.
Do one of the following:
Click or use the arrow keys to select a single provider and click OK.
Press the Shift key and click provider names in the list to select multiple adjacent providers and click OK.
Press the Ctrl key and click provider names in the list to select multiple non-adjacent providers and click OK.

The new note, containing all of the same information that is on the currently selected note, is added to the list of notes for each provider you specified.