Build Note...

The Build Note... option is used when the template you want to use is not available on your New Note list. A new note is entered for each patient encounter. Multiple complaints may be entered in one note. Use the following steps to build a note.

1. Open a patient chart.
    

2. Click the Note tab.
    

3. In the Note menu, click Build Note.... The Select Complaints and Templates dialog will appear.
    

4. In the Practice field, select the Practice if needed.
    

5. In the Heading field, enter the Heading for the note you are building. This should be the reason the patient is at the office (i.e., Back Pain).
    

6. In the Provider field, select the Provider associated with this note.
    

7. In the Case field, select the Case that should be associated with this note.
    

8. In the Date field, modify the Date as needed.
    

9. In the Type field, select the proper Visit Type.
    

10. Add any Complaints and Templates to the respective lists, as needed.
     

11. Select the Complaints and Templates to be used for the note you are building.  
     

12. When finished, click the OK button.