Permissions: User must have Administrator level permissions to enable non-default progress note templates.
Administrators can enable non-default Progress Notes (i.e., SOAP Notes) for their organization. Once non-default Note templates are enable, staff will be able to select desired note type when creating a note. They will also be able to set their default Note Type.
NOTE: Standard Note Templates are the only option for Wiley Notes, Group Progress Notes, and Notes written via the mobile app.
- Click Organization tab in primary navigation bar. Profile tab defaults open.
- Select Enable non-default progress note templates box on right side of screen.
- Mark the box for Enable non-default progress note templates.
- Click Save Changes.
You and your staff will now have the option to choose which note template they wish to use.
Related Articles: Set Default Note Type