Each note is associated with a patient in the database. This section will outline how to createto create, organize, lock and archive patient organize, lock and archive patient notes.
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Creating a Blank Note
Blank patient notes can be created from scratch or from a template. For either method, having a patient selected will create a New Note for them. Not having a patient selected will display a search window, allowing for the search or selection of a patient record.
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To create a blank note, select the New Note node in the sidebar, and click the green plus button in the upper left corner of the MacPractice window. A blank text document will be created. The margins and default font for the note are set in the Notes Preferences.
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Select the template in the sidebar and click the plus button to create a new patient note.
Drag the patient name or appointment from the sidebar to the Note Template in the sidebar of the Patients or Schedule 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.
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).
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Each patient note is associated to an incident. Select the incident from the Incident menu in the upper right corner of the note (to the right of the Title field).
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Depending on your Preference settings, notes associated to archived incidents may be hidden in the Notes ability.
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