[ Help Main ] > [ Main Menu ] > [ Custom Setting ] >  Customize Global Office Note Settings 

The purpose of the "Global Office Note Setting" is to help the user quickly complete the patient's office note. The template(s) or element(s) that you select for each section will appear in the appropriate section of your office note.

To create a new Global Office Note Setting:

1. In each section selected the template(s) or element(s) from the drop down menu, which you wish to use.
2. Click the "Save As New Setting" button.
3. Next, the system will prompt you to enter a setting name. Enter a setting name and then click "OK".

To change an existing Global Office Note Setting:

1. In the "Global Office Note Setting" drop menu, select the user setting, which you wish to change.
2. Now, you can make the changes to any of the sections.
3. Click the "Save Setting Changes" button.
Note: You can also save this as a new setting. Instead of clicking "Save Setting Changes" just click "Save As New Setting"

Note: When attaching Past Medical History (PMH) templates to your Global Office Note Setting, you can allow duplicate PMH templates to appear in your office note by clicking on the check box next to "Allow Duplicate PMH Templates".

For example, lets assume the last time patient Mary Smith was in the office, you used a Surgical History template for that visit. Mary Smith comes in again, and you pull up the same template via the Global Note Setting in the subjective. If you had activated the "Allow Duplicate PMH Templates", then the surgical history templates from the last visit and the present visit would appear on the PMH page of the current note.

FAQ:

What does the global note settings do?

The purpose of the Global Note Setting is to help the user quickly complete the patient's office note. Once you have selected a setting from the "Global Setting" drop down menu, the templates and elements that correspond to the setting you selected, will appear in the appropriate section of your office note. This is a useful function for specialists, as well as for physicians who see patients with similar problems.  

Is it possible to select multiple HPI templates in the subjective section?

Yes it is possible to select multiple HPI templates in one office note. That can be achieved by first clicking on suggest templates. In this window, the user can select multiple components in the suggested list by pressing down on the Ctrl key and left click on the desired templates. Once all templates are selected, click on add. This action brings down the highlighted templates to the lower portion of the window. Next to each template is a number dropdown menu, which allows user to assign the order of the templates to be listed.

If the user wishes to add templates that are not on the suggested list, one can search for the desired template, and once they appear, one can highlight them and add to the list.

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