Auto Note Prompts

When Setting up Auto Notes, prompts offer users a selection of options or give the ability to enter text. The list of available prompts lists on the Auto Note Edit window.

To add or edit an auto note prompt:

  1. Click Add or double click an existing prompt to edit.
  2. Description: Identifying name of the prompt.
  3. Prompt text: The text that will indicate what information is requested. There is a 50 character limit. Prompts longer than 50 characters can be entered in the Text field of the Auto Note Edit window.
  4. Type: There are three types of prompts:
    • OneResponse: User can select one option from a list of options.
    • MultiResponse: User can select many options from a list of options.
    • Text: User can enter free-form text.
  5. Possible responses: For OneReponse or MultiResponse types only. Enter one response option per row.
  6. Default Text: For Text types only. The default text that will show as the response. May leave blank. Use will be able to edit as needed.
  7. Up/Down: Quickly reorder the list. Click an item then click up or down.
  8. Click OK to save.