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The Note Templates node lets users generate custom documents like welcome letters, referral letters, or even simple progress notes for patients. This node appears in several abilities in MacPractice and works the same way throughout. There are a few options for printing Notes; however, certain fields only work when printing from a specific place, such as EMR narratives or appointment data.

More information on the Notes ability can be found here.

Info

Note: We have updated the MacPractice software to shift the Lists in the drawer into a separate location. You can now find your Lists in the Lists Window, accessible from the Window Menu.
You can read more about the changes in Build 11 here.

Patients, Schedule & Lists

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The narrative from provider forms can easily be transferred onto Note Templates to create items like referral letters. The EHR, EMR or EDR narratives can be used in a note template. Simply drag the selected completed patient form onto the note template. The note template must have the EHR pull field to work with the EHR template, or the EMR/EDR pull fieldto field to work with those abilities.

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