Permissions

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

  1. From the primary navigation bar click Organization
  2. On the sidebar menu click, Note Template
  3. Unmark the boxes next to the information you wish to NOT include in the note
  4. Click Save

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