Navigate to Products in the Admin tab of your Shepherd menu
Select the product you want to create an automatic note for
At the bottom of the edit product screen, find the section called Included in Medical Record
Toggle this section on
Check the box below called Default Medical Record Note to see the editable open text field
Enter the note and format it however you want
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.