There are 2 ways to manage custom note content:

• Directly into the shrub area where our existing content displays
  
• Using stand-alone buttons to the right of the text field
  

When a custom button is created it can be used for any client as needed.

Customizing Shrub Content

Toggle on Edit Mode in the work area of any note type to access the tools needed to add, edit, delete or reorganize shrub buttons.

Edit Mode is off when the toggle is gray.

Edit Mode is on when the toggle is green.

Use the "+ Add Custom Content" option at the bottom of the column where you want the custom button added.

A popup window will appear prompting you to first give the button a name. The name will display as the button name in the column. 

Next, add the content you'd like populated in the note in the variation 1 field. 

If you want the same sentence placed into the note each time you click your button, you do not need to populate anything in variation 2 or variation 3.

Optional: Variation 1 & 2

If you want to add variety to your notes and create alternate variations of the same idea, you may create up to three variations. The program will randomly select one of the variations when you use the button in your note.

Here is an example of three variations built into the same button:

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.

Optional: Merge Fields

Next to each variation is a Merge Fields menu and an Insert button. In a couple of the variation examples above, you can see I used the client's name and pronoun. This can be accomplished using Merge Fields. You can choose to auto-populate the client's name, pronoun (based on gender identity) and/or other information specific to the client whose note you're working on. The program will recognize which chart you're working in and populate the information appropriately. This allows you to create personalized content efficiently.

When you've populated the button name and variation(s), click Save to apply your button to the column.

Re-Organizing Shrub Content

To move shrub buttons in the order you prefer, simply click, drag and drop them using the icon to the left of the button name. You can move them to any position within the same column.

Note: you will not be able to move buttons to another column. To accomplish this, you'll need to create a new button within the column where you'd like it to exist.

Delete/Hide Shrub Buttons

You can delete the buttons we've populated in the shrubs as well as any buttons you've created and later decided you don't need.

To do this, simply click on the trashcan icon next to the button.

Deleted buttons are not visible when Edit Mode is turned off.

Deleted buttons are kept intact in Edit Mode but are placed at the bottom of the list.

To restore a deleted button, click the restore icon to the right of the button.

Toggle Edit Mode off when you've finished managing your custom content.

Create Stand Alone Buttons

In addition to adding content to your shrubs, you have the ability to add stand alone buttons that you don't want tied to a specific category on the left. These custom buttons can be added using the "+ Create" button at the bottom of the list to the right. The example below show you the button in a Therapy Note.

The process for creating the stand-alone button is the same as the process for creating shrub buttons.

Here is a video tutorial demonstrating the Edit Mode feature in detail: https://www.youtube.com/watch?v=RJghJdYsSUw

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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