In AutoNotes, Statements are pre-populated sentences designed to save you time when documenting client interactions, particularly useful for frequently used phrases in your practice. Whether you specialize in treating conditions like PTSD or anxiety, using Statements can streamline the creation of progress notes by allowing you to insert common sentences with just a click. This guide explains how to effectively use, manage, and customize Statements in your templates.
Accessing and Using Statements
Finding Statements:
Navigate to the Statements page in AutoNotes. This library includes both default statements provided by AutoNotes and any custom statements you have added.
Use the "All Statements" and "Favorite Statements" tabs to view your statements. The search bar can help quickly find specific statements.
Inserting Statements into Templates:
While filling out a template, look for fields with a Lightbulb icon—these are where you can insert Statements.
Click the Lightbulb icon, and a list of applicable Statements will appear. Select the statement you wish to use, and it will automatically populate the field.
Managing Your Statements
Adding a Custom Statement:
Click on the "Add Statement" button. A popup titled "Add new statement" will appear.
Select an existing category from the dropdown, or create a new one if needed.
Fill in the "Content" field with the statement you wish to add.
Click "Save" to add your statement to the library.
Editing and Deleting Statements:
To edit a statement, click the pencil icon next to it. Make the necessary changes and save.
To delete a statement, click the trash icon next to the statement you wish to remove.
Favoriting Statements
To favorite a statement, click the heart icon next to the statement in the library. Favorited statements are easier to access and can be found under the "Favorite Statements" tab.
Customizing Categories
Modifying Categories:
In the Statements page, find the Category dropdown at the top right. Here, you can select, unselect, or bulk manage categories displayed in your library.
To add a custom category, click "+ Add Category" at the bottom of the dropdown list.
Enter a name for your category and select a color for easy identification. Click the checkmark to save your new category.
Applying Category Changes:
After editing your list of categories, click "Apply" to ensure that your changes are updated in the system.
Using Statements in AutoNotes not only enhances efficiency but also ensures consistency across your documentation. By customizing and managing your statements and categories, you can tailor the system to fit the unique needs of your practice, making your workflow smoother and more efficient. Remember to save your changes regularly and utilize the favorites feature to keep your most-used phrases readily accessible.