Setup Fast Notes

Fast Notes are designed to help Providers limit the time spent typing treatment notes. They are often referred to as 'quick descriptions' too.

Fast notes are available in the following areas, providing quick access to regularly used templates.

• Charting

• Treatment Plan

• Treatment

• Invoices

• Claims

• Debtors

• Laboratory Works

Add Note to Existing Notes Group

D4Web has a list of default Notes Groups which are commonly used. See 'Add New Notes Group' below to add a new one to further categorise notes. 

1. Click the navigation menu > Location Setup > Fast Notes page 

2. Notes Group: Select the group to add the new note to

3. Provider: Select For All Providers or an individual to add the note against

4. Click Add

   1. Enter the fast note template. Press Enter key to make the note multi-line.    

   2. Use the arrows on the left of the screen to move a selected note up/down in the list (optional)
      
      

Add New Notes Group

D4Web has a list of default Notes Groups which are commonly used. If the existing groups are not suitable, new groups can be added.

1. Click the navigation menu > Location Setup > Fast Notes page

2. Record toolbar > Edit Notes Group

3. Click ADD

   1. Name: Enter the name of the new group

   2. Type: Select the type of notes that will be stored against this group

   3. Use in Advanced Notes: Select Yes only if Advanced Notes is included in D4Web version

   4. Print in Advanced Notes: Select Yes only if Advanced Notes is included in D4Web version

   5. Sort Order in Adv. Notes: Select Yes only if Advanced Notes is included in D4Web version 

   6. Click EXIT
                  

Copy Notes to another Group

Existing notes can be coped from one Notes Group to another. This is used most when notes saved against an individual Provider should then be shared with others. 

1. Click the navigation menu > Location Setup > Fast Notes page

2. Notes Group: Select the group to copy notes to

3. Provider: Select the Provider to copy notes to

4. Record menu > Copy Fast Notes from... 

   1. Notes Group: Select the group to copy from

   2. Provider: Select the Provider to copy from

   3. Select either individual rows of notes, or SELECT ALL

5. Click OK
   
   

Links:

Writing Fast Notes