Tips & Tricks
 

Work Smarter, not harder – Use a Quick Note!

Benefit:

A Quick Note allows a user to capture the content within specific sections of a procedure note, including content within ribbons and placeholders, to easily apply to future service notes with the click of a button.

 

STEP 1
Document a procedure note with your most common entries.
STEP 2
Click the Quick Note button in the top tool bar, select “Create New Quick Note” and complete the popup.
STEP 3
In all future service notes, just click the Quick Notes button in the top tool bar and select that quick note.
 

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