This article explains how to create or edit AutoNotes™ using existing templates within a client's record.

Permissions Required

No specific BestNotes permissions are required.

Creating and Editing AutoNotes from Templates

1. Navigate to a client's page and open a template that contains the AutoNote™ collection you need.

Note: Creation of individual AutoNotes™ usually occurs after the creation of the corresponding Template.

2. Once the note is open, locate the AutoNote™ collection on the right side of the screen.

3. To edit an existing AutoNote: If the AutoNote™ displays "Default" as the title, Right-Click on it to open. This will open a blank data entry window.

4. In the blank data entry window, click the Edit icon in the upper right-hand corner. This will open the Edit AutoNote™ window.

5. To create a new AutoNote: To create a new AutoNote™ within a collection that already has existing AutoNotes™, click the new AutoNote™ button on the same bar as the collection’s title. This will immediately open the Edit AutoNote™ window.

6. Once in the Edit AutoNote™ window, give the AutoNote™ a Title (found in the upper left-hand corner of the window).

Tip: The AutoNote™ system is generally used to replicate forms where a set response is given for a question (e.g., "Has the client ever been on probation? Yes/No, if yes explain.").

Next Steps

• See also: Creating AutoNotes™, Variables, and Text Fields