Set Default Note Type

  Permissions: Therapist can set their own Note Type Default.

You will have an option to select your Note type when creating a Client Note. By default, Standard Note will the first choice, and you can click the dropdown arrow to select the Default Note Type you desire.

As a Therapist, you are able to set which Note Type you want to defaults for you when creating Notes.

Choose Default Note Type

To choose the default Note type, complete the following:

1. Access your Staff Profile.
2. Click the Default Note Type drop down and select desired Note Type.
3. Click Save.
   
   
   

When you create a Progress Note now, the first choice will be what you just set as your default note type, with the other note type available by clicking the drop down arrow.