Let's see how to set up a care note template in CareStack.
Watch this video for a concise summary.
Perform the steps below.
- Navigate to the System Menu > Practice Settings > Clinical > Care Notes.
- Click Templates > + Add New Clinical Template.
| Tip: To edit an existing care note template by searching for it in the library and selecting it. Click Edit after selecting the template. |
- Enter the care note details in the fields below:
- Name: Enter a name that easily identifies the purpose of this care note narrative.
- Template Categories: Select the category that this care note narrative should belong to.
- Use Single Note for Multiple Teeth: Set this to Yes if you would like to use a single care note for multiple tooth numbers if needed.
- Need Provider Acceptance: Set this to Yes to require the provider's approval before finalising (the treatment provider will need to enter their password to finalise).
- Text Editor: Use the text editor to create your care note body. Use the Responses on the right to insert placeholder response cues.
- Click Save.
Practices can follow this simple guide to set up a care note template in CareStack.