Provider-Specific Default Note Configurations

Providers can set their default Note Format based on their documentation needs. They can also customize which additional Note Formats appear in their Notes dropdown, while the existing default note behavior remains unchanged.

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Workflow

• Set Default Note Format
• Customise Note Formats Dropdown

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Set Default Note Format

Note formats configured by WRS Admin are available in the EHR based on provider specialty taxonomy. To make these formats available during documentation, Practice Admins must enable them in Note Format Management.

Steps:

1. Login to your EHR.
2. Go to Preferences → EMR Preferences.
3. Select a Note Format from My Default Note Format dropdown.

   Notes

   The list of available Note Formats is based on the provider’s specialty taxonomy and the Note Formats enabled by the Practice Administrator under Administration → EMR Setup → Note Format Management.

4. Save your changes.

The selected Note Format will automatically apply each time you create a new note for a patient encounter.

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Customise Note Formats Dropdown

During a patient encounter, when the provider creates a new note as part of their EMR workflow, they can add additional Note Formats to appear in their Notes dropdown.

1. From Today’s Appointment List, hover over the patient’s name.
2. Open or create a new encounter note.
3. Navigate to the notes dropdown → select Customise.
4. From the available list, select the Note Formats that are relevant to your usual encounters.
   
5. You can also set or change your default Note Format from this page by selecting the preferred default option.

   Notes

   The list of available Note Formats is based on the provider’s specialty taxonomy and the Note Formats enabled by the Practice Administrator under Administration → EMR Setup → Note Format Management.
   

   

6. Save your changes.
   Selected Notes will then be added to the Notes Dropdown each time the provider creates new encounter notes.