Build your new note definition

• Type = Pulls from document type dictionary (required)
• Group = Group that needs access to the note definition (required)
• Description = Description of the note definition
• Display All/Hide All = Pertaining to the table of contents to show the note sections or hide them
  • Display = Show only the selected note section
  • Hide = Hide only the selected note section
  • Default Action = None or options change depending upon which note section is being referenced
  • Auto Citation = When checked will automatically cite data for the last X number of days as it pertains to selected note section (e.g. allergies)
  • Dictation Marker = When checked, automatically inserts a dictation marker in selected note section.
  • Text Template = When checked, allows a text template to be defaulted in. Note that end users can also manually insert text templates from the user side.
  • M-Template = When checked allows an M-Template to be defaulted in. Note that the end users can search/use other M-Templates from the user side.
  • If no entries to cite = When checked, inserts a citation message into the body of the note when there are no entries to auto-cite such as allergies, meds, active problems etc...
  • Append date and time to message = Referring to the citation. Will add the date and time the citation message was added to the note.
  • Rename Miscellaneous Section = Allows miscellaneous sections to be renamed.
• Guideline = 1997 or 1995 pertains to the E/M guidelines
• Exam Type = Pertaining to a body system
• Setting = The type of setting the service was provided in (e.g. outpatient, hospital)
• Service = The type of visit (e.g. outpatient, health maintenance)
• Active = When checked, the note template is available for use. Inactive when not checked.