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Please note: All changes that you make to your format are not applied until you begin a new note.

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Edit the details for a Step

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  1. Make any changes that you wish in the “Details” pane on the left side of the screen.

    1. Elements that can be edited:

      1. Name - The name of this step

      2. Label - How this step appears in the “smart search” bar (e.g. “search Disruption”)

      3. Prompt - Text that helps you consider the necessary context to select statements for the step

      4. Sentence Starter - Text that appears at the beginning of the sentence for this step in your progress notes.

      5. Enabled - controls whether a step appears in the note builder workflow. Disabled steps always be re-enabled later in the format editor.

      6. Remove - fully removes a step from your note format and note builder

Note

Do not remove a step unless you are sure you will not be using this step, or its associated statements, in future progress notes.

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