Setting Default and Individual Note Titles

Setting Default and Individual Note Titles

This Knowledge Base article offers instruction on how to set default note titles and change individual note titles which apply to single notes only.
 
Setting Default Note Titles
 
From the Chart Room, click to go to Settings & Directories.
 
 
In Specific to Individual Settings & Directories, navigate into the Options tab and click on Default note Titles. 
 
 
Note types will be listed alongside input fields to enter custom titles for each note. 
 
 
If left alone, each compiled note type will retain its default note title. To apply a custom title to a specific note type, simply place your cursor in the appropriate field and type the new custom name for the note. 
 
 
To save your changes, simply click outside of the Default Note Titles pop-up and it will close, saving your changes with it. Newly created/compiled notes will now contain the custom note title. Previously compiled notes of this type will not update to reflect the new title change. 
 
Note: Progress Note titles will still display as their default name within each patient's Chart Face (for note creation) and the work areas of the note. However, the custom note title will display within the finished note, itemized note listing within the Chart Face (both compiled and uncompiled), and within the various reports. 
 
 
 

Example: Quick Note default title 
 

Example: Quick Note custom title ("No Encounter Note")
 

This same workflow can be utilized to set custom titles for the Complete Assessment. 
 
In the Options tab, click to view Default Discipline & Complete Assessment Note Type. 
 
 

Click into each field to set new custom titles for Type (CE Only) and Discipline). You can also click to Remove "Complete Evaluation" from note title.
 
 
Click outside of the pop-up to close it and save your changes. 
 
When a new Complete Assessment (of your discipline) is created and compiled with custom note titles set, it will compile with these settings automatically.
 
 
To remove custom default note titles, return to the Options tab in Individual Settings & Directories, click into the custom note field and remove your title (backspace or select and delete). 
 
 
 
Setting an Individual Note Title
 
Custom note titles can be created on a one-off basis, impacting just an individual note rather than applying the title to all notes of that type. 
 
From the Chart Face, click to go to the Compiled Note of that you wish to change the title of (or for just-compiled notes, remain on the Finished Note screen). 
 
 
To the right of the finished note, click the button to Change Note Title.
 
 
In the pop-up window, you'll be presented with the chance to change the Title, Subtitle, and Discipline. Only some note types display all three fields at once (notes which don't display these types may have the [None] option pre-selected), but you will have option of applying each to the individual note you are changing. 
 
 
In the appropriate section, click the option for Other, which will open an input window to enter the new custom title for the note.
 
 
Type in the preferred title where the current title is highlighted, then click OK to save. 
 
 

The custom title will automatically display within the header preview. Follow these same steps to make additional changes to the Subtitle and Discipline - or use a Custom Subtitle Button or Custom Discipline Button - if needed, then click Continue to return to the Finished Note screen. 
 
 
The newly applied custom title will appear within the header of the Finished Note. 
 
 
The new title will also display for that note within the itemized note listing on the Chart Face, as well as within various reports. 
 
 
To see this workflow in action, check out our video tutorial below:
 
​

 


    • Related Articles

    • How to Set a Default Site/Letterhead

      This knowledge base article will demonstrate how to set up a default site in a multiple site group. 1. Click the Settings button in the Chart Room. 2. In Settings & Directories: You should be on Specific to Individual tab by default. If you are a ...

    • Default Note Header on PN Rx, Nursing PN, and Clinical Summary

      Index Sections Danelyn demonstrates the new default note header field located in Settings & Directories. Click on the link to watch the video: Default Note Header Video You can choose what you would like the note header to be through Settings & ...

    • Customize an Individual's Rx Letterhead

      Customize an Individual's Rx Letterhead To customize prescription letterheads for an individual in ICANotes (requires group admin access): 1. From the Chart Room, click the Settings drawer to access Settings and Directories. 2. You will land in the ...

    • Setting Up Email and Text Reminders

      This Knowledge Base Article will cover how to enable reminders (Email Or Text) for individual patients. You are able to customize the content and timing of reminders for your practice as a Patient Portal Admin using this Guide. Your Practice can ...

    • Setting Up Default Clinical Summary Options

      1. As a Security Administrator, go to Settings. 2. Then go to the Security Center by pressing the button. 3. Click the button in the top right. 4. From the CDS tab, indicate whether the settings will be set for user or for group. Group will override ...