User Permissions Required (contact your BestNotes System Administrator for user permissions):
- Tx Plan Library
- View/Edit Custom Problems
- Add Custom Problem:
- Enter a Label and the Custom Problem title.
- Enter a Category OR use the dropdown menu.
- Type in the As Evidence by items.
- Reference the Special Codes at the bottom of the screen.
- As Evidence by requires at least one [[clickable text]] special code for users to select and have text populate.
- A user requires the Create Tx Plan permission to give a client a Problem.
- Master Tx Plan
- Click Add Problem
- Select the following:
- Custom Problems from Code System dropdown menu
- Code from Code Search dropdown menu
- Click one of the As Evidence by selections as needed.