As the Administrator, you can create any form you want to send to your Patients. Noterro provides the tools to add, edit, disable, and delete forms. Let's go ahead and explore each action in detail.
Adding a new form is essential in customizing your clinic's documentation. You can search for different forms to see if Noterro already has a Template, you can create a new form, or update a form you already created. Here's how you can do it:
Important Note: You can use the Templates search bar to find a template that Noterro has pre-made. When you find a template that works, you can preview it before using it or adding to it. You can also select "created by me" to search for a template you already made and would like to update.
You can only edit the following if a form has been completed and saved to a Patient profile (In Use).
If you need to make changes to a form, follow these steps:
Important Note: If you want to edit sections, categories, questions, or text on a form that is in use, you must duplicate the form before you can edit it.
Duplicating a Form can be very useful when you want to follow a style similar to another form but want to change up certain elements. You can do that by following these steps:
Important Note: Once a Clinic Form Template has been sent to a Patient, much of the form cannot be changed and will be labelled "In Use". If you want to make changes, duplicate the Clinic Form Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.
Disabling a form is useful when you want to temporarily remove it as an option for documentation. Here's how you can do it:
If you’ve previously disabled a form and want to enable it to be used in your clinic. Here's how:
Deleting a form should be done cautiously, as it permanently removes it from your clinic's options. If you're sure you want to delete a form, follow these steps:
Important Note: Deleting a form permanently removes it from your clinic's options, and you can only delete forms that are not "In Use." If the Form is "In Use," consider disabling it instead. Make sure to communicate any changes to your team members to avoid any disruptions.
Previewing your form is a helpful feature that can help you see how it will look to those filling it out. Follow these steps:
Printing a form can be done when you want to make physical copies of your form for the Patients who come into your clinic. You can do that by following these steps:
As the Administrator, you can create any form you want to send to your Patients. Noterro provides the tools to add, edit, disable, and delete forms. Let's go ahead and explore each action in detail.
Adding a new form is essential in customizing your clinic's documentation. You can search for different forms to see if Noterro already has a Template, you can create a new form, or update a form you already created. Here's how you can do it:
Important Note: You can use the Templates search bar to find a template that Noterro has pre-made. When you find a template that works, you can preview it before using it or adding to it. You can also select "created by me" to search for a template you already made and would like to update.
You can only edit the following if a form has been completed and saved to a Patient profile (In Use).
If you need to make changes to a form, follow these steps:
Important Note: If you want to edit sections, categories, questions, or text on a form that is in use, you must duplicate the form before you can edit it.
Duplicating a Form can be very useful when you want to follow a style similar to another form but want to change up certain elements. You can do that by following these steps:
Important Note: Once a Clinic Form Template has been sent to a Patient, much of the form cannot be changed and will be labelled "In Use". If you want to make changes, duplicate the Clinic Form Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.
Disabling a form is useful when you want to temporarily remove it as an option for documentation. Here's how you can do it:
If you’ve previously disabled a form and want to enable it to be used in your clinic. Here's how:
Deleting a form should be done cautiously, as it permanently removes it from your clinic's options. If you're sure you want to delete a form, follow these steps:
Important Note: Deleting a form permanently removes it from your clinic's options, and you can only delete forms that are not "In Use." If the Form is "In Use," consider disabling it instead. Make sure to communicate any changes to your team members to avoid any disruptions.
Previewing your form is a helpful feature that can help you see how it will look to those filling it out. Follow these steps:
Printing a form can be done when you want to make physical copies of your form for the Patients who come into your clinic. You can do that by following these steps:
As the Administrator, you can create any form you want to send to your Patients. Noterro provides the tools to add, edit, disable, and delete forms. Let's go ahead and explore each action in detail.
Adding a new form is essential in customizing your clinic's documentation. You can search for different forms to see if Noterro already has a Template, you can create a new form, or update a form you already created. Here's how you can do it:
Important Note: You can use the Templates search bar to find a template that Noterro has pre-made. When you find a template that works, you can preview it before using it or adding to it. You can also select "created by me" to search for a template you already made and would like to update.
You can only edit the following if a form has been completed and saved to a Patient profile (In Use).
If you need to make changes to a form, follow these steps:
Important Note: If you want to edit sections, categories, questions, or text on a form that is in use, you must duplicate the form before you can edit it.
Duplicating a Form can be very useful when you want to follow a style similar to another form but want to change up certain elements. You can do that by following these steps:
Important Note: Once a Clinic Form Template has been sent to a Patient, much of the form cannot be changed and will be labelled "In Use". If you want to make changes, duplicate the Clinic Form Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.
Disabling a form is useful when you want to temporarily remove it as an option for documentation. Here's how you can do it:
If you’ve previously disabled a form and want to enable it to be used in your clinic. Here's how:
Deleting a form should be done cautiously, as it permanently removes it from your clinic's options. If you're sure you want to delete a form, follow these steps:
Important Note: Deleting a form permanently removes it from your clinic's options, and you can only delete forms that are not "In Use." If the Form is "In Use," consider disabling it instead. Make sure to communicate any changes to your team members to avoid any disruptions.
Previewing your form is a helpful feature that can help you see how it will look to those filling it out. Follow these steps:
Printing a form can be done when you want to make physical copies of your form for the Patients who come into your clinic. You can do that by following these steps: