Working with Clinical Notes > Handling Default Clinical Notes

Creating Default Clinical Notes from Patient Clinical Notes

To create a default clinical note:

1. Select a procedure and tooth, and do one of the following:

• Click the Notes tab.

• Select Clinical Notes > View Clinical Notes.

• Click Add a descriptive note on the main toolbar.

The Patient Clinical Notes List window is displayed.

2. Press Enter and click Add. The Clinical Note window is displayed.

3. To enter the details of the notes, see Adding Patient Clinical Notes.

4. To use this note as a default when posting the procedure, check Use this text as the default for this ADA Code.

5. Click OK. The current date is added at the end of the note. If no generic note is associated with the procedure code for the provider, a message is displayed, asking if you want to make a default clinical note for this doctor or for all doctors. Select an option and click OK.