Changing The Default Note Type

To change the default treatment note type, you will need to navigate to Settings >Team Members. Select the practitioner you wish to change the default treatment note type for and click Edit. Tab over to Practitioner & Note Taking at the top of the screen.

Under the heading "Practitioner Settings" you will see the Default Visit Note Form drop-down list. Select your preference between the Freeform SOAP notes and the Spinal Listings & Custom Codes. Make sure to click save.

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