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.
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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.
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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.