View Treament Notes screen. View Video, 2 min. 51 sec.

Automating Entry With Preset Treatment Notes
In writing treatment progress notes, there is obviously a lot of repetition. You perform pretty much the same procedures, day after day and year after year. You would like to write detailed treatment notes but the monotony of the task can lead one to cut corners. But medically and legally, you need precise, detailed treatment progress notes. With Preset Treatment Notes, you can write a detailed description of procedures you do over and over again, and save them in a library. When needed, any of these notes can be imported, in its entirety, into your current treatment note. Once the Preset Note is imported, it becomes part of that note. You can modify it, if necessary, to suit the particular circumstances of the patient you are working on.

Creating Preset Categories
You can create up to 8 categories of Preset Treatment Notes. Click the Preset Categories button on the Treatment Progress Notes entry screen. This will open the Preset Categories screen. From here you will type in up to 8 descriptive names for your categories. The names you type in here will become the captions of 8 buttons that are placed at the top of the Treatment Progress Notes entry screen.

Creating and Using Preset Treatment Notes
Click one of the Preset Treatment Note buttons at the top of the Treatment Progress Notes entry screen to open the Preset Treatment Note Selection screen. This screen is used to both create new Preset Notes for this particular category and to select an existing Preset Note for importing into the current treatment note you are working on. To create a new Preset note to add to your library of Preset Notes, click the Create New Preset Tx Note button. Enter your new note (there is no size limit) and then click the Save button. The note is now permanently in your library.

To insert a Preset Note into the note you are currently working on, highlight the note (in the bottom list box section) and click the Insert This Preset Note button. The Preset Note screen will close and you will be back at the Treatment Progress Notes entry screen. The Preset note will be inserted into your current note at the point of where the blinking cursor was.

Globalize and Search
The Treatment Progress Notes entry screen has a search button (binoculars). This allows you to search for a word or phrase much like is done in Microsoft Word. However, only the editing window for the current note is searched. The editing windows is the large upper window of the Treatment Progress Notes entry screen. It displays the currently selected note. This limits the search function dramatically in that you can only search on treatment note at a time. Often you may want to search a patient’s entire treatment note history for a particular word or phrase. This can be accomplished with the Globalize button (a globe is pictured), which will put the patient’s entire treatment note history into the editing screen for the purpose of searching. Click the Globalize button to bring up the Globalize Parameters screen. You have the option of selecting a date range to include. The default is from 1/1/1980 to the present which will include the entire history. You may also set the sort order to be most recent notes first or last, and you can include STRIKETHRU item if desired.