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[ Help Main ] > [Main Navigation Bar] > [Misc] > Customize Note Structure Settings;
Purpose: Allows the user to arrange the office note tabs and rename it.
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Buttons |
Description |
| Rename |
This button allows the user to rename the setting.
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| Delete |
This button allows the user to delete the setting.
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| Share With Group |
This button allows the user to share the setting with the group. If the selected setting is user level then this button will appear, otherwise it will not. By default, all new settings are initially created as user settings.
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| Make Default |
This button will make the note structure setting the user’s default office note setting.
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| Create New |
This button is use for creating a new note structure setting. When the user clicks this button the system will prompt the user to enter the setting name he/she wishes to use. The system will then create a template based on the default/current office note tab setting.
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| Save |
This button is use for the saving the setting. It must be clicked to save any changes to the setting.
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| Update View |
This button is use for refreshing the page.
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| Add Tab |
This button allows the user to add a new tab to the bottom of the page.
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Field Items |
Description |
| Order |
This column indicates the order that the tabs are in. If the user changes a column order number, it will swap values with the tab that had the new order number. Every time the page refreshes, the list will reappear in sequential order, or if a user is impatient to see it in the right order, he/she can click the "update" view button on the bottom of the page.
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| Tab Name |
“Tab name” is a text box where the user can edit the name of the tab.
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| Tab Content |
"Tab Content" is a dropdown that allows the user to select what the tab should contain. Currently the options are: Subjective, Ros, PMH, Allergies, Physical Exam, Lab & Procedures, Diagnosis, Medication, and A/P. The red “x” button next to each tab allows the user to delete the tab from the setting.
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Setting Items |
Description |
| Default |
is a system tab setting which is the current office note setting
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| SOAP |
is a system tab setting which will allow the user to create a SOAP note for a new visit
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On this page the user will see a “Setting” dropdown. This dropdown is populated with existing note structure settings that the user and the users in the group have created.
When a setting is selected from the downdrop the following buttons will appear:
- Rename
- Delete
- Share With Group
- Make Default
- Create New
When a setting is selected, the user will also see the tabs in that setting come up.
Anytime time the user tries to create a new office note, a popup will appear asking the user which setting she/he wants to use. The settings are in alphabetical order after “default”.
Note: Any note created with a note structure setting will have that setting when viewed.
All previous notes will appear with the “default” note structure setting. If anything goes wrong, it will appear as a SOAP note so no informatioin will be lost. When printing, only parts of the note that are in the note structure setting will be in the printout i.e. if a patient has active dagnosis, but the diagnosis is not part of the note structure…it will NOT show up in the printouts. If a user goes to custom printout and selected diagnosis but it is not part of the note structure, it will NOT show up either!
The “Note Structure Setting” dropdown is located next to the "Subjective" tab in the office note. This dropdown only appears when the user conducts a new office visit for a patient. Now, the user can selected a setting from the downdrop for the patient's office note.
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