Download Settings - ExitCare

Document System
The Document section is where you can add custom additional note phrases; attach note phrases to documents;
create and modify categories and shortcuts; set up required documents; work with macros; and edit and create
new; custom documents.
Document System: Additional Note Phrases
Routinely used additional note phrases can be saved to the ExitCare additional note library. This will allow for
selection of notes that can be quickly added to the bottom of most patient education (discharge instruction)
documents. Use this feature to save time and eliminate the need for manual entry of common note phrases.
Adding an Additional Note Phrase
1.
Near the top of the screen, choose a facility and department to display the note titles available to users at
the selected facility and department.
2.
Click the Add button.
3.
At the top of the page, enter a title or description for the new note. If it’s short enough (50 characters or
less), the title can be identical to the note.
4.
Type in your note in the large field below. Note the extensive word processing capabilities indicated by
the buttons at the top of the note field.
5.
If you wish to add the note to every document, check the Add to every document box.
6.
Click Save.
7.
Make your selections for facility, department, or current user. Click OK.
Editing an Additional Note Phrase
Near the top of the screen, choose a facility and department to display the note titles available to users at the
selected facility and department. Highlight the title for the note; click Edit Highlighted; make edits; click Save;
select facility, department, or user settings; click OK, then OK again.
Deactivating an Additional Note Phrase
Near the top of the screen, choose a facility and department to display the note titles available to users at the
selected facility and department. Select next to the note’s title; click Deactivate Checked; select facility,
department, or user settings; click Yes, then OK.
Reactivating an Additional Note Phrase
Click the Deactivated Items tab; select the Note Phrase; click Reactivate Checked; click Yes, then OK.
Additional information:
 You can also add notes by clicking on the Lookup Notes button in the Questions tab after selecting a
document. Next, click the Edit Notes button. That will bring you to a screen similar to what appears
on the Document System | Additional Note Phrases screen.
 Additional notes or phrases created and saved by either method will be available by clicking on the
Lookup Notes button in the Additional Notes section under the Questions tab for a selected
document.
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