Quick Guide
It is strongly recommended that you set up a personal list of note types related to your department that you use on a regular basis.
This will save time when selecting a note type when the note is generated from the
Select Other Note option on the workflow or by using the
Note Viewing +Add button
- Click on ‘Add‘ next to ‘Note Viewing‘ or Select Other Note at the bottom of the light grey menu in the workflow
- From the menu at the top of the screen click View then Customise
- Select the Note Type(s) you want from the left pane and move them to the right pane using the blue arrow
- Select the following Note Types:
Dental Student Assessment
Dental Student Note
Dental Restorative OHA
Dental Student Review
Dental Student Treatment
- Click OK when finished
- Ensure that the Note Type List Filter drop down is set to Personal