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Using Auto Notes  

Auto Notes are templates used to insert frequently entered, large notes (e.g. for hygiene, root canals, materials, anesthetic, post op instructions). In addition to static text, prompts can offer a selection of responses or the ability to enter text. To create or edit auto note templates, see Set up Auto Notes.

Hint: Auto notes can be easier if you prefer to use one note for an entire visit rather than a separate procedure note for each procedure. In addition to the normal procedures for the day, there will be a clinical note, which is just a procedure with a code that is not an ADA code. For example, Zclin.  Leave the default notes blank, and use auto notes to compose a single clinical note.

  1. When auto notes are supported, an Auto Note button will appear above or below the text box .
    Click Auto Note to insert the note at the cursor location.

  1. Click + to expand a folder tree. Auto notes have a paper icon.
  2. Double click the auto note to insert. The text of the note will show on the right. Any prompts in the auto note will display in sequence. 
  3. For each prompt, select the response or enter text.
    • OK: Save the response and move to the next prompt.
    • Skip: Move to the next prompt without selecting a response.
    • Preview: View a preview of the response as it will look in the completed auto note.
    • Cancel:  Exit the auto note. Any entered responses will be retained and you can return to the auto note at a later time. See Returning to an Auto Note below.
    • Back: Move back one prompt to change or view a response.
  4. Once all prompts have a response, the Compose Auto Note window will remain open with the full text of the note on the right.
    • Edit or add text as desired. 
    • To insert another auto note, repeat steps 2 - 3.
  5. Click OK to save.

Returning to an Auto Note: If you clicked Cancel to exit the auto note without completing all prompts, the prompts and any entered responses will still be copied to the Note box. If you close the Compose Auto Note window (click OK), you can resume answering prompts by right clicking on the note, then Edit AutoNote.

The auto note will resume at the prompt where it was initially cancelled.


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