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, all you'll need to do for the note to appear in the patient's record is administer the product in the Treatment Plan.

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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