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Automatic Product and Service Notes

Automatic medical record notes save you time and can be added to any product. They populate in Tx history.

Updated over a year ago

  1. Navigate to Products in the Admin tab of your Shepherd menu

  2. Select the product you want to create an automatic note for

  3. At the bottom of the edit product screen, find the section called Included in Medical Record

  4. Toggle this section on

  5. Check the box below called Default Medical Record Note to see the editable open text field

  6. Enter the note and format it however you want

  7. Save the product

Once you've added your default note to a product, the note will pre-populate in the notes box under the treatment once it's administered in a SOAP. Just click + Add Note to save it.

View the note by clicking the blue carrot to expand the treatment in the treatment history at the bottom of the Plan.

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