Clinical

Set note templates and one-off formats

Set organization and practitioner defaults and override one individual note.

Step by step

  1. 1

    Set the organization default in Settings and Clinical

  2. 2

    Set a practitioner default in Team settings or choose inherit

  3. 3

    Start a note and select a one-off template

  4. 4

    Confirm existing note text remains intact

What to look for

Note Template Selector in MyoMesh
Note Template Selector
Practitioner Profile Defaults in MyoMesh
Practitioner Profile Defaults
Clinical Note Template in MyoMesh
Clinical Note Template

Good to know

Available actions depend on practitioner permissions. Clinical and financial records remain separated according to those permissions.