Definitions: Auto Note Categories

In the Main Menu, click Setup, Definitions, Auto Note Categories.

The Auto Note Categories definition determines which category folders are available to organize Auto Notes.

Categories can be nested within each other. If a category is nested in another category, it's parent will list under the Parent Category. For example, in the image above, Hygiene is nested in Comp Exam which is nested in New Patient Exam. This results in the following auto note category structure:

To change the order of the categories as viewed in the auto note window, go to Setup, Auto Notes. Changing the order in the Definitions window does not change the view in the Auto Notes window.

To add or edit category folders:

  1. Double-click an existing item or click Add to create a new item. The Edit Definition window will open.
  2. Name: Enter the category folder name.
  3. (Optional) To add the category to another category, click the picker button [...] then choose the parent category from the Definition Picker window. Categories can also be nested from the Setup, Auto Notes window. In the example below, Comp Exam will be nested under New Patient Exam.
  4. Click OK to save.

To remove a category from another category, double-click the item and click the red X. To remove a category all together, double-click the item and click Delete. Auto notes in deleted categories will not be deleted.