This feature allows customers to create Custom Note Templates that can be quickly added to a Patient Agreement via the Notes Section. An account must be PRO Tier and have the Note Template Customization feature enabled to add and manage Note Template Customization. Only users with the Admin role will be able to access and create custom notes.
To view the feature, navigate to the Admin dropdown in the navigation bar and select ‘Account Settings’.
The ‘Custom Note Templates’ section will be displayed. Click the ‘Add Custom Note Template’ button to add a new template.
A model will open to add a title and the custom note template wording, then click ‘Save Changes’.
Note: There is a 100-character limit to the title and a 585-character limit to the note.
Once created, the Custom Note Template can be added to the Patient Agreement in the Notes section.
Note: The Custom Note Template can be edited or removed at any time.
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