Creating Custom Content

Creating Custom Content

Overview

You can create and manage custom note content in two ways:

  • Add content directly into the shrub area where existing content displays.

  • Use stand-alone buttons to the right of the text field.

Once created, custom buttons can be used for any client.

Step 1: Turn On Edit Mode

  1. In the work area of any note type, toggle Edit Mode on.

    • Edit Mode is off when the toggle is gray.

    • Edit Mode is on when the toggle is green.


Step 2: Add a Custom Shrub Button

Click the + Add Custom Content at the bottom of the column where you want to add the button.


The following screen opens.


  1. Enter a Button Name. This name displays in the column.

  2. In Variation 1, enter the text that should populate in the note when you click the button.

    • If you want the same text each time, leave Variation 2 and Variation 3 blank.

  3. (Optional) To add variety, create up to three variations of the same idea.

    • The program will randomly select one variation when you use the button.

    • Example:

      • Button Name: Appetite Poor

      • Variation 1: She reports a poor appetite.

      • Variation 2: Lisa’s appetite is poor.

      • Variation 3: A poor appetite is reported.

  4. (Optional) Use Merge Fields to insert client-specific information such as name or pronoun.

    • Select the field from the Merge Fields menu.

    • Click Insert to add it into your variation.

  5. Select Save to add the new button to the column.


Step 3: Reorganize Shrub Content

  1. In Edit Mode, locate the button you want to move.

  2. Select the drag icon to the left of the button name.

  3. Drag and drop the button into the desired order within the same column.

Notes
Buttons cannot be moved between columns. To place a button in another column, create a new one in that column.


Step 4 (Optional): Delete Shrub Buttons

  1. In Edit Mode, locate the button you want to delete.

  2. Select the trashcan icon next to the button.

    • Deleted buttons are hidden when Edit Mode is off.

    • In Edit Mode, deleted buttons remain intact and move to the bottom of the list.



Step 5 (Optional): Restore Shrub Buttons

  1. In Edit Mode, scroll to the bottom of the list to find deleted buttons.

  2. Locate the button you want to restore.

  3. Select the restore icon to the right of the button.

Step 6: Create Stand-Alone Buttons

  1. On the right side of the note editor, scroll to the bottom of the list.

  2. Select + Create to add a stand-alone button.

  3. Follow the same process as creating shrub buttons (enter button name, variations, and optional merge fields).

  4. Select Save.

Stand-alone buttons function the same as shrub buttons but are not tied to a specific category.



 

 

Watch the Video

Click here to watch a video about this feature.

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:
πŸ“ž Phone: 443-203-5857
πŸ“± Text: 866-301-0085
πŸ“§ Email: ticket@icanotes.com
πŸ’¬ 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.



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