Home User Manual Discussion Forum Search

Procedure Group Note

A group note is a single clinical note made for multiple Procedures in the Chart module. All procedures must be Set Complete, have the same date, and have the same Provider. Group notes show in the Progress Notes after the last associated procedure.

In the Progress Notes, press Ctrl and highlight multiple procedures. Right click and select Group Note.

The group note is stored in the database as a procedure. 

  • Set default group notes by editing the Procedure Code ~GRP~. 
  • Permission to edit or delete group notes is based on the status of attached procedures. If attached to at least one completed procedure, it is controlled by ' Edit Completed Procedure'. Otherwise it is controlled by 'TP Procedure Delete'. See Permissions.
  • Group note text color in the progress notes can be customized in Definitions, Prog Notes Colors, Status Existing Current Prov.

User: The user tied to the electronic signature. By default it will be the logged-on user. To override, click [...] and enter log on credentials.

Auto Note: Select and complete an Auto Note.

Notes: Enter the group note. If attached procedures have default Procedure Notes, they will be combined into one group note and appear in the Notes Text Box. This behavior can be changed in Chart Module Preferences, Procedure Group Note Does Aggregate. 

Signature/Initials: Electronically sign the note. The signature will be tied to the User listed above the Notes area. If a note is edited later, the signature will be cleared. See Electronic Signatures.

Procedures: The procedures attached to this group note. The columns that display can be customized in Display Fields

Invalidated Group Notes
These are created if you have turned on Procedure Locking, which is not recommended. There will be no way to get rid of them.


Open Dental Software 1-503-363-5432