Adding Custom Clinical Notes

You can create your own clinical note templates specific to your business. After you create your own templates, you're ready to start charting.

Adding a Clinical Note From an Appointment

  1. Click on the Appointment and you will have a number of choices based on previous notes and the number of Clinical Note Templates, and if a Default Clinical Note template has been set.
  2. Click Add Default if a default clinical note template has been set.
  3. Or, click on Add Note. You will have the option to Duplicate previous finalized notes or select a Clinical Note Template.
  4. Once you have made a selection a clickable link, "Clinical Note", will be displayed to open the note.

Adding a Clinical Note From Patient/Client Profile

  1. Click on the Patient's/Client's name.
  2. Click on Clinical Notes in the left sidebar.
  3. You will only have the option to click Add New if your clinic has only one Clinical Note Template.
  4. If you would like to Duplicate a previous Finalized note, click the Duplicate icon from the Finalized note section on that page.
  5. Click Add Default if a default clinical note template has been set.
  6. Or, click on Add Note. You will have the option to select a Clinical Note Template.

Once you make your selection you are ready to start charting!

Reviewing Scribes

Adding a New Clinical Note

Save Drafts or Finalized Notes

Delete a Clinical Note

View Previous Notes

Download a Finalized Clinical Note

Drawing on Clinical Notes

You can create your own clinical note templates specific to your business. After you create your own templates, you're ready to start charting.

Adding a Clinical Note From an Appointment

  1. Click on the Appointment and you will have a number of choices based on previous notes and the number of Clinical Note Templates, and if a Default Clinical Note template has been set.
  2. Click Add Default if a default clinical note template has been set.
  3. Or, click on Add Note. You will have the option to Duplicate previous finalized notes or select a Clinical Note Template.
  4. Once you have made a selection a clickable link, "Clinical Note", will be displayed to open the note.

Adding a Clinical Note From Patient/Client Profile

  1. Click on the Patient's/Client's name.
  2. Click on Clinical Notes in the left sidebar.
  3. You will only have the option to click Add New if your clinic has only one Clinical Note Template.
  4. If you would like to Duplicate a previous Finalized note, click the Duplicate icon from the Finalized note section on that page.
  5. Click Add Default if a default clinical note template has been set.
  6. Or, click on Add Note. You will have the option to select a Clinical Note Template.

Once you make your selection you are ready to start charting!

You can create your own clinical note templates specific to your business. After you create your own templates, you're ready to start charting.

Adding a Clinical Note From an Appointment

  1. Click on the Appointment and you will have a number of choices based on previous notes and the number of Clinical Note Templates, and if a Default Clinical Note template has been set.
  2. Click Add Default if a default clinical note template has been set.
  3. Or, click on Add Note. You will have the option to Duplicate previous finalized notes or select a Clinical Note Template.
  4. Once you have made a selection a clickable link, "Clinical Note", will be displayed to open the note.

Adding a Clinical Note From Patient/Client Profile

  1. Click on the Patient's/Client's name.
  2. Click on Clinical Notes in the left sidebar.
  3. You will only have the option to click Add New if your clinic has only one Clinical Note Template.
  4. If you would like to Duplicate a previous Finalized note, click the Duplicate icon from the Finalized note section on that page.
  5. Click Add Default if a default clinical note template has been set.
  6. Or, click on Add Note. You will have the option to select a Clinical Note Template.

Once you make your selection you are ready to start charting!

Reviewing Scribes

Adding a New Clinical Note

Save Drafts or Finalized Notes

Delete a Clinical Note

View Previous Notes

Download a Finalized Clinical Note

Drawing on Clinical Notes

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice