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This article will provide an overview of the functionality of the Notes Ability. We'll cover generating patient notes, building a note template, and show how you can set up your note templates to pull information already entered into areas of MacPractice so each note is automatically custom tailored for each patient.
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Setting Up Notes Preferences
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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!
Shared Templates
Within the Shared Template Node in the Notes Ability, MacPractice contains a library of templates created by other MacPractice users that can be downloaded and added to your office's database. These Shared Templates can then be customized to meet your specific needs.
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With that template file created and saved, navigate to the Notes menu again and select "Upload Notes Template to Server..." listed below "Export Template..." You will be prompted to select a file. Locate the Template you just created and saved, select it and click Open.
You'll receive an alert that will either indicate that the upload was successful, or that the note has already been uploaded. Once complete, you can then download that note from any other client.
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