Auto Note Setup

In the Main Menu, click Setup, Auto Notes.

Auto Notes are templates used to insert large complex notes that you enter frequently in various text boxes throughout Open Dental. In addition to static text, prompts can offer a selection of responses or the ability to enter text.

All existing Auto Notes are listed, organized in a tree view.

To create or reorder folders, see Definitions: Auto Note Categories.

To move an Auto Note to a different folder, select the Auto Note then drag it to another folder.

Add: Add a new Auto Note. See Auto Note Edit below for details

Export: Click to open the Auto Note Export window. See Auto Note Export below for details.

Import: Click to select a json file of Auto Notes exported from another database to be imported. Imported Auto Notes do not retain folder organization. It may be required to re-add them to folders as desired.

Auto Note Edit

On the Auto Notes window, click Add, or double-click on an existing Auto Note to edit. The Auto Note Edit window opens.

The current text in the note is on the left. Prompts within the note are indicated by [Prompt:""].

Auto Note Prompt Edit

In the Auto Note Edit window, click Add to create a new prompt, or double-click an existing prompt to edit.

Auto Note Export

In the Auto Notes window, click Export. The Auto Note Export window displays.