Procedure notes are daily treatment notes that are stored with the procedure. They can include anything normally goes into your chart notes, such as materials used, procedures followed, treatment performed, anesthetic, informed consent, etc. Procedure notes support Electronic Signatures.
Incomplete Notes: Use two quotes "" in a note to remind staff to enter specific information in a note (Example: Due Date ""). If the information is not completed within the procedure, a red 'Incomplete Note' warning will appear above the note. To view a list of completed procedures with incomplete notes, see Incomplete Procedure Notes Report. Other examples: composite shade, crown shade, denture shade, due date, blood pressure, nitrous levels, etc.
Auto Notes: Insert Auto Note in procedure notes to prompt staff to enter information. In Chart Module Preferences, check 'Procedures Prompt for Auto Note'. Then, opening the Procedure Info window will trigger any unanswered auto note prompts.
Procedure Group Notes: Create one Procedure Group Note for multiple procedures instead of attaching notes to individual procedures.
For other note options, see Notes Overview.
Permission-based Locking: There are several user security Permissions that affect access to procedure notes.
Procedure Locking: A few offices insist on locking procedures and only allowing notes to be appended. This option is not used by most offices. See Procedure Locking.
Strategy 1: Fill in the blank default note. This is an excellent strategy.
Strategy 2: Prefilled default note. Slightly more efficient, more complete, but risk of inaccurate notes.
Strategy 3: Auto note
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