TheraNest users with Administration permissions can edit the Note Template.
Before You Begin
This is an organization-wide setting and cannot be customized per staff member.
Example: Dr. Jones wants to hide Treatment History but Dr. Smith wants to see Treatment History.
For Past Notes: If you've decided to hide a field or section of the note that has information in it from a previous note and that note has been signed that note will still show the fields and sections. It will update for new notes going forward.
Edit Note Template
- From the primary navigation bar click Organization
- On the sidebar menu click, Note Template
- Unmark the boxes next to the information you wish to NOT include in the note
- Click Save