Utilizing Templated Notes

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Description

This quick guide outlines the steps required to create a note in Curve Hero using a templated note that has been created in Curve Forms.

About

When a template is created in Curve Forms, the template can be opened in the Templated Note dialog box within Curve Hero. The questions(s) can then be answered in the Templated Note dialog box and saved as a note in Curve Hero.

Contents

The following topics are included in this quick guide:

• Section 1 - Opening the Templated Note Dialog Box
  • Option 1 - Opening the Templated Note Dialog Box in the Sidekick
  • Option 2 - Opening the Templated Note Dialog Box in the Billing Module
  • Option 3 - Opening the Templated Note Dialog Box in the Charting Module
  • Option 4 - Opening the Templated Note Dialog Box in the Notes drop-down
  • Option 5 - Opening the Templated Note Dialog Box in the Scheduler
• Section 2 - Creating a Note in the Templated Note Dialog Box

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Steps

Section 1 - Opening the Templated Note Dialog Box

The Templated Note dialog box can be opened in either the Sidekick, Billing module, Charting module, Notes drop-down, or Scheduler. The steps to open the Templated Note dialog box for each option is included below:

Option 1 - Opening the Templated Note Dialog Box in the Sidekick

1. In the sidekick, click Notes.

   [Image of Sidekick with a box around Notes.]

2. In the Notes dialog box, click the Add Templated Note button.

   [Image of Notes dialog box with a box around Add Templated Note.]

Option 2 - Opening the Templated Note Dialog Box in the Billing Module

1. In the Sidekick, click Billing.

   [Image of the Sidekick with a box around Billing.]

2. In the Billing module, right-click the applicable invoice, then in the drop-down list, click Add Templated Note.

   [Image of Billing with the invoice more menu opened, and a box around Add Templated Note.]

Option 3 - Opening the Templated Note Dialog Box in the Charting Module

1. In the Sidekick, click Charting.

   [Image of the Sidekick with a box around Charting.]

2. In the Charting module, within the applicable treatment plan, right-click on the visit, then in the drop-down list, click Add Templated Note.

   [Image of Charting with the visit more menu opened, and a box around Add Templated Note.]

Option 4 - Opening the Templated Note Dialog Box in the Notes Drop-Down

1. In the Sidekick, click the Notes drop-down arrow.

   [Image of the Sidekick with a box around the Notes drop-down arrow.]

2. In the Notes drop-down, click the Add Templated Note button.

   [Image of the Sidekick with the Notes drop-down open, and a box around Add Templated Note.]

Option 5 - Opening the Templated Note Dialog Box in the Scheduler

1. In the Scheduler, double-click the appointment that the templated note will be added to.

   [Image of the Scheduler with a box around an appointment.]

2. In the Edit and Existing Appointment dialog box, click the Add Templated Note button.

   [Image of the Edit Appointment window with a box around Add Templated Note.]

   Note: A Templated Note can also be added to an appointment when it is first created.

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Section 2 - Creating a Note in the Templated Note Dialog Box

1. After clicking the Add Templated Note button, the Templated Note dialog box will display. The Templates section includes a list of all of the templates that have been saved in the Note Templates section within Curve Forms. (Note: Favorited templates display at the top of the Templates list.)

   [Image of the Templated Note dialog box with a box around the templates list.]

2. Templates are stored in the template folders. To open the template folder, click on the applicable one.

   [Image of the Templated Note dialog box with a box around a template folder.]

3. All of the templates in the opened folder will display. To open a template, click on the applicable one.

   [Image of the Templated Note dialog box with a folder open, and a box around a template name.]

4. The selected note template will display in the Templated Note Editor where you can input the applicable information.

   [Image of the Templated Note dialog box with a box around the note template's contents.]

5. To add a note tag to the Templated Note, click the Tag(s) drop down menu.

   [Image of the Templated Note dialog box with a box around the Tag(s) drop-down.]

6. In the Tag(s) drop-down list, ensure that the applicable checkbox(es) include a checkmark. (Note: To close the list, click anywhere outside of the drop-down list.)

   [Image of the Templated Note dialog box with the Tags drop-down lost open, and a box around it.]

7. Click the Checkmark icon to close the Templated Note Editor and continue to save all of the inputted data. The data will not be saved to the note until the Save button is clicked in the Templated Note dialog box.

   [Image of the Templated Note dialog box with a box around the checkmark.]

8. If desired, the note text can be formatted using the options included in the format menu.

   [Image of the Templated Note dialog box with the font options displayed and a box around them.]

9. In addition to formatting the note text, supplementary information can be entered into the Templated Note Editor. The questions and answers that were added from the template can also be edited.

   [Image of the Templated Note dialog box with extra text added to the note and a dialog box pointing to it that says "If required, additional note details can be entered in the Templated Note Editor."]

10. After reviewing the note data, click the Save button to save all of the data and close the Templated Note dialog box.

    [Image of the Templated Note dialog box with a box around the Save button.]

11. The Templated Note will be saved as a note and will display in the patient's Notes dialog box.

    [Image of the Notes dialog box with a box around the saved note.]

12. Click on the note in the Notes dialog box to display the contents of the saved note.

    [Image of the Notes dialog box with the saved note opened, and a box around it.]