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Setting Up Notes Preferences
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Before working in the Notes Ability for the first time, it's always a good idea to check and configure the Notes Preferences. Navigate to the MacPractice Menu and select Preferences. Then, search for and click on "Notes" in the Preferences Window sidebar.
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Select the template in the sidebar and click the plus button above the sidebar to create a new patient note.
Drag a patient's name or a list of names from the List tab in the Drawer to the Note Template (this can be done in the Patients, Schedule, or Notes abilities). This method is typically used to create several patient notes at once.
Drag the patient name or appointment from the sidebar to the Note Template in the sidebar of the Patients or Schedule ability. This method is useful for generating a quick note when working out of the Schedule or Patients ability.
If the Appointment pull fields (not the Appointment Table pull fields) are present in a template, the note must be created by dragging the appointment to the note template in the sidebar of the Scheduling ability. Otherwise, MacPractice will not be able to determine which appointment's information should be pulled into the note.
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The Note Editor functions as a basic word processor.
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From left to right:
Styles Drop Down Menu: This drop down allows you to set bolding, italics, outlining, etc. on any text entry.
Justify Buttons: The Justify buttons allow you to set text to be justified on the left side, right side, or middle of the page.
Spacing Drop Down: This drop down menu allows you to determine the spacing between lines. This is set to single by default.
Lists Drop Down: Lists allow you to add bullet points to a list, or a numbered order to a list.
Fonts Drop Down: This drop down allows you to choose your desired font.
Color Selector: The color selector, when clicked, allows you to select any color for your text.
Image Selector: The image icon, when clicked, allows you to insert an image into the current Patient Note.
It is important to note that the Images/Attachments Ability is more suited towards storing images associated to a patient. You can learn how to use the Images/Attachments Ability here.
Categories and Parts
Categories are groupings of similar Parts, which are pre-built sections of text that can be dragged and dropped into a Patient Note. These are useful if you have a few sections of text for situations that you plan on re-using. For example, the below screenshot has the "Cold" Part in the "Subjective" category. The contents of the Part are in the Note Editor.
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When a Template is saved, it will have the Locked checkbox checked. This will prevent changes unless you intentionally uncheck the Locked checkbox.
Please refer to our Knowledge Base article on Template Basics for more information on how to create and edit Templates.
For more information on Pull Fields, please refer to Notes - Pull Field Basics.
Finally, don't forget that if you ever have any questions or you're having trouble achieving a specific result, don't hesitate to contact MacPractice Support!
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Third, there are several Image Pull Fields available that will allow you to pull in information from other parts of MacPractice. You can review these in the Notes - Images article.