Definitions: Auto Note Categories
The Auto Note Categories definition determines which category folders are available to organize auto notes.
Categories can be nested within each other. If a category is nested in another category, it's parent will list under the Parent Category. For example, in the image above, Hygiene is nested in Comp Exam which is nested in New Patient Exam. This results in the following auto note category structure:
To change the order of the categories as viewed in the Auto Notes window, go to Setup, Auto Notes. Changing the order in the Definitions window does not change the view in the Auto Notes window.
To add or edit category folders:
To remove a category from another category, double-click the item and click the red X. To remove a category all together, double-click the item and click Delete. Auto notes in deleted categories will not be deleted.