Managing Clinical Note Templates

As a healthcare professional using Noterro, you have the ability to manage clinical note templates to streamline your documentation process and ensure consistent and efficient note-taking. Noterro provides you with the necessary tools to add, edit, disable, and delete clinical note templates. Let's explore each of these actions in detail.

Adding Clinical Note Templates

Adding a new clinical note template is a valuable step in creating standardized documentation for various patient encounters. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Clinical Notes section.
5. Click Add New.
6. You have three options. You can select a Noterro Template, a Template you have already added, or you can start with a Blank Note Template.
7. If you start with a Blank Template, you will need to enter the name of your Clinical Note before you begin.
8. Click on the Name of the template.
9. Use the Form editor to create your custom note template. Any changes you make to the form will be auto-saved.
10. Click on Save.

Once a Clinic Note Template has been added to a patient/client, much of the form cannot be changed and it will be labelled "In Use". If you would like to make changes, you should duplicate the Clinic Note Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.

Also, if your clinic uses more than one template, practitioners can designate a default template in their Charting settings section.

Editing Clinical Note Templates

If you need to make changes or updates to a clinical note template you will need to Duplicate the Clinic Form Template.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Clinical Notes section.
5. Locate the specific clinical note template you want to duplicate and click on the three dot drop-down menu.
6. Select Duplicate.
7. Update the name and close the Settings.
8. Update the Clinical Note Template.

After you have duplicated the clinical note template and have made changes you may want to disable the clinical note template that is labelled "In Use".

Disabling Clinical Note Templates

Disabling a clinical note template can be useful when you want to temporarily remove it from the available options. Here's how you can do it:

1. 1. Log in as the Admin.
   2. Click on the Gear icon (top right header).
   3. Select Templates from the menu.
   4. Scroll to the Clinical Notes section.
   5. Locate the specific clinical note template you want to disable and click on the three dot drop-down menu.
   6. Select Disable.

Enabling Clinical Note Templates

You may want to enable clinical form templates that have been previously disabled.

1. 1. Log in as the Admin.
   2. Click on the Gear icon (top right header).
   3. Select Templates from the menu.
   4. Scroll to the Clinical Notes section.
   5. Click on Show Disabled Clinical Notes.
   6. Locate the specific clinical note template you want to enable and click on the three dot drop-down menu.
   7. Select Enable.

Deleting Clinical Note Templates

Deleting a clinical note template should be done with caution, as it permanently removes it from your template library. If you're certain you want to delete a clinical note template, follow these steps:

1. 1. Log in as the Admin.
   2. Click on the Gear icon (top right header).
   3. Select Templates from the menu.
   4. Scroll to the Clinical Notes section.
   5. Locate the specific clinical note template you want to delete and click on the three dot drop-down menu.
   6. Select Delete.
   7. In the prompt that appears, click Yes, Delete to confirm deletion.

Please note that deleting a clinical note template will permanently remove it from your template library. Keep in mind that you can only delete Clinical Note Templates which are not "In Use". For "In Use" Clinical Note Templates, consider Disabling them instead. Make sure to communicate any changes to your team members to ensure a smooth transition.

Previewing Clinical Note Templates

You may want to preview a clinical note template. This is not a functional template, it only displays the forms sections, categories and questions.

1. 1. Log in as the Admin.
   2. Click on the Gear icon (top right header).
   3. Select Templates from the menu.
   4. Scroll to the Clinical Notes section.
   5. Locate the specific clinical note template you want to preview and click on the three dot drop-down menu.
   6. Select Preview.

Please note: Only the Administrator can manage Clinical Note Templates. Individual Practitioners cannot add or edit clinical note templates. Practitioners can set their default clinical note template in their charting settings under their personal settings.