template for Warning box in clinical notes

  • 6
  • Idea
  • Updated 7 months ago
How do we, or can we insert a template in the warning box. we are looking at a basic list meds, surgeries, allergies, contras, consent etc where we can insert then just add yes or no next to it. 
Photo of Lakeview


  • 4 Posts
  • 1 Reply Like

Posted 5 years ago

  • 6
Photo of Andrew

Andrew, Community Manager

  • 382 Posts
  • 117 Reply Likes
The 'Reminders / Warnings / Contraindications' found within the Clinical Notes tab of a patient file doesn't allow for templates to be used. It does however allow you to open an existing Front Desk document if you have one saved to your computer, which could be a template of your choosing.

First double click in the blank area of the Reminders/Warnings/Contraindications to open the Front Desk Word Processor.

Now go to File and Open where you can then open any Front Desk document saved to your machine.

If you don't already have a suitable template available, you will first need to create one using the Front Desk Word Processor before saving it somewhere convenient on your machine.

Alternatively, you could create a new 'Clinical Notes Type' solely for this information, and as the first note of every new patient file use that note/template.  The Reminders/Warnings/Contraindications area was added with a small amount crucial information in mind, to be displayed at all times. If you need something extensive creating a standard clinical note might be more suitable.
Photo of Steve


  • 5 Posts
  • 4 Reply Likes
I think it would be a great idea to have this Reminders field have the same functionality that the clinical note field does. ie. ability to insert templates
Photo of Belinda Owen

Belinda Owen

  • 1 Post
  • 1 Reply Like
I agree, it would be fantastic to be able to have the warnings/contraindications field to insert a template for clinical notes which could appear there every time you opened the patient file. This would allow us as chiropractors to be compliant with AHPRA in terms of recording on a file red flags, diagnosis, medications, trauma history etc..  and have it open and be visualised every time the file is opened.
Photo of Bayside Family Chiropractic

Bayside Family Chiropractic

  • 20 Posts
  • 3 Reply Likes
Exactly what we are looking for too.