Definitions: Auto Note Categories

Auto Note Categories determine which category folders Auto Notes can be organized in. Categories can be added, edited, nested in other categories, and reordered.

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

    If a category is nested in another folder, the parent folder will list under Parent Category. For example, in the screen above, Hygiene is nested in Comp Exam which is nested in New Patient Exam. This results in the following tree view:

  2. Click Add to add a new auto note category or double-click an existing category to edit.
  3. Name: Enter a name for the auto note category.
  4. (optional) To nest the category in another category, click the picker button [...] then choose the parent category. The parent category must already exist. In the example below, Fillings will be nested under Restorative Work.
  5. Click OK to save.

Reorder Categories

On the main Definitions window, use the Up/Down arrows to move an auto note category up or down. This will also affect the sort order of categories in the Auto Notes window.

Note: If you move a nested folder above its parent folder, it will still display as a nested folder under the parent folder.