Setup & Manage Fast Notes in D4W

Setup & Manage Fast Notes in D4W

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Setup fast notes including add note to existing notes group, add new notes group and copy notes to another group.  

Setup Fast Notes

Fast Notes are designed to help Providers limit the time spent typing Treatment notes. They are often referred to as 'quick descriptions' too.

Fast notes are available in the following areas, providing quick access to regularly used templates.

  1. Charting
  2. Treatment Plan
  3. Treatment
  4. Invoices
  5. Claims
  6. Debtors
  7. Laboratory Works

Add Note to Existing Notes Group

D4W/PSS has a list of default Notes Groups which are commonly used. See Add New Notes Group to add a new one to further categorise notes. 

  1. Go to Location Setup > Fast Notes tab
  2. Notes Group: Select the group to add the new note to
  3. Provider: Select For All Providers or an individual to add the note against
  4. Click Add
    1. Enter the fast note template. Press Enter key to make the note multi-line   

  5. Use the arrows on the left of the screen to move a selected note up/down in the list (optional)

Add New Notes Group

D4W/PSS has a list of default Notes Groups which are commonly used. If the existing groups are not suitable, new groups can be added.

  1. Go to Location Setup > Fast Notes tab
  2. Record menu > Edit Notes Group
    1. Click Add
      1. Name: Enter the name of the new group
      2. Type: Select the type of notes that will be stored against this group
      3. Use in Advanced Notes: Select Yes only if Advanced Notes is included in D4W/PSS version (past feature)
      4. Print in Advanced Notes: Select Yes only if Advanced Notes is included in D4W/PSS version (past feature)
      5. Sort Order in Adv. Notes: Select Yes only if Advanced Notes is included in D4W/PSS version (past feature)
    2. Click Exit  

Copy Notes to another Group

Existing notes can be coped from one Notes Group to another. This is used most when notes saved against an individual Provider should then be shared with others. 

  1. Go to Location Setup > Fast Notes tab
  2. Notes Group: Select the group to copy notes to
  3. Provider: Select the Provider to copy notes to
  4. Record menu > Copy Fast Notes from... 
    1. Provider: Select the Provider to copy from
    2. Select either individual notes, or Select All
    3. Click OK 
       

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