User Permissions Required (contact your BestNotes System Administrator for user permissions):
To edit an AutoNote™, you can navigate to a client's page and open a template which contains the AutoNote™ collection needed to add an AutoNote™.
 | Creation of individual AutoNotes™ usually occurs after the creation of the corresponding Template. |
Once the note is open, the AutoNote™ collection will be on the right.
| NOTE: IF the AutoNote™ displays "Default" as the title, then Right-Click to open. |
This will open a blank data entry window which will have an Edit icon in the upper right-hand corner of the window. Clicking on the Edit icon will open the edit AutoNote™ window.
Similarly to creating a new AutoNote™ in a collection which already has existing AutoNotes™, click on the new AutoNote™ button on the same bar as the collection’s title. This will immediately open the Edit AutoNote™ window.
Once in the Edit AutoNote™ window, give the AutoNote™ a Title (found in the upper left-hand corner of the window).
In general, the AutoNote™ system will be 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.)
For more information on creating an AutoNote™, Click HERE.