The easier it is to find the clinical note templates you need, the faster you can make your notes. Meet with your clinical team and discuss which clinical notes they want to keep, then look at the list of clinical note templates and delete any templates you aren’t using. Recategorize the note templates in a way that makes sense to you and delete the categories you don’t need.  To clean up unused templates and categories:

  1. View the list of categories and templates. In the Patient Chart, open the Clinical Notes tab and click the Template Setup button.
  2. Evaluate templates category by category. Expand each category one at a time and look at each template in the category. Select each template and click Edit to view the template. If you do not need the template anymore, select the template and click Delete.
  3. Reorganize Categories. Click Category Setup and rearrange, add, and delete categories as necessary.