How to Create a Favorite Service Note (or Other Clinical Document)

  1. Navigate to the Service tab, enter the information you want saved in your favorite, (e.g. program, procedure code, location, mode of service, etc.)
  2. Click the Add Favorite icon.
    Click the Add Favorite icon
  3. Enter the name of your favorite in the Favorite Filter Name field.
  4. Click Okay.
    Enter the name of your favorite
  5. To find the favorite, click the favorite icon in the Header.
    click the favorite icon