Configure Default Note Settings

Overview

On the client’s chart face, multiple note types are available, such as Progress Note, SOAP Note, and Quick Note. You can prioritize the note type you use most frequently for quicker access. For example, if you regularly create Progress Notes, you can configure them to display first.

In addition to note type, you can configure the following items to display by default on the compiled note:

• Diagnoses

• Service Codes

• Risk Factors

• Medical History

• eRx Medication List

Step 1: Navigate to Note Settings

To begin, navigate to the page where you can configure default note settings.

Go to Personal Preferences > Note Settings > Note Settings.

Step 2: Set a Default Note for the Chart Face

Next, set the note type that should appear first on the chart face.

1. Locate the Default Note dropdown.

2. Select the note type you want to display first on the chart face.

   • All note types enabled for the practice will appear in this dropdown.

Step 3: Configure Default Items for Compiled Notes

Now, choose which additional items should display by default on compiled notes.

1. Locate the checkboxes under each note type.

2. Select the checkbox for each item you want displayed by default on the compiled note:

   • Diagnoses

   • Service Codes

   • Risk Factors

   • Medical History

   • eRx Medication List

Step 4: Review and Adjust Before Compiling Notes

Finally, review the selected items and make adjustments if needed before compiling a note.

When you select checkboxes for these items, your default selection appears on the chart face. You can still change these selections before compiling the note if you do not want certain items to display.

In the following example, a Progress Note is shown. The available options may vary depending on the note type.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

• Related Articles

• Practice Note Settings

  Overview This guide covers the workflow for practice owners customizing note settings at the group level in ICANotes. Navigate to Note Settings From the left-hand navigation menu, go to Settings Click into the Note Settings section. Here you can ...

• Calendar Settings

  Overview This article demonstrates how to set up calendar settings in ICANotes+. Personal Calendar Settings Set your time zone and calendar sync settings in Personal Preferences. Click the arrow next to your name to open Personal Preferences and then ...

• How to Configure Practice Details

  Overview This knowledge base article guides on configuring practice information. Configure Practice Information Click Settings to navigate to Practice Information. General Information In General Information you can set your Practice name and type, ...

• What information carries forward from note to note?

  The following information will carry forward from note to note in ICANotes+. As a general rule of thumb, look to the bottom of each note type to view the Key designating how color-coded fields behave within notes: Yellow = Specific to this note (does ...

• Grant User Access to Practice Settings

  Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the practice settings within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...