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Make any changes that you wish in the “Details” pane on the left side of the screen.
Elements that can be edited:
Name - The name of this step
Label - How this step appears in the “smart search” bar (e.g. “search Disruption”)
Prompt - Text that helps you consider the necessary context to select statements for the step
Sentence Starter - Text that appears at the beginning of the sentence for this step in your progress notes.
Enabled - controls whether a step appears in the note builder workflow. Disabled steps always be re-enabled later in the format editor.
Remove - fully removes a step from your note format and note builder
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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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Click anywhere outside the text field that you are editing to save the current changes.
You’re all set! The changes will be applied the next time you begin a new note.
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These changes only apply to steps or block in the format that you are editing (e.g. S.O.A.P.). This allows you to maintain separate steps, blocks, and customization for each note format - Optimum, S.O.A.P. and D.A.P. |
Reordering Steps and Blocks.
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