GUIDES

Overview

Create notes by selecting templates from the side menu by clicking on them or by dragging and dropping them into the notepad.


Click anywhere on the note text to customise it further.


Smilenotes saves your notes as you write.


Clicking the tick on the note tab at the bottom of the screen moves the note into the Finished notes area (Draft Notes). Finished notes are automaically archived according to your preferences




    Getting Started


    Start a new note by presing the + button







You can write notes in two ways:


FAST NOTES

Useful if you intend to copy & paste notes to store somewhere else.

or

CLIENT NOTES

Save notes alongside the client profile.








    Fast notes

    No need to enter any patient details. Copy and paste your final note somewhere else.

    Completing the client name field is optional.

    Tagging notes with a label (optional) allows you to search-for and find previous notes you have created.

    You can set Smilenotes to automatically organise your finished notes at the end of the day.


    Start a new note by presing the + button



    Select templates from the side menu to write a note.

    How to write notes with templates.. >



    Client Notes

    Keep all notes for the same client together so you can view past notes in one place.

    Client notes sit alongside the client profile where it's possible to save additional data such as an address or phone number etc.


  1. Start a new note by presing the + button and select "New note"



  2. Begin typing the name of your client in the name field then press the person icon (or create a new client if they don't yet have a record yet.)



  3. From the dropdown list, select the client you wish to write a note for by double clicking. This will load their details into the notepad.


    Just close the client profile window and you can begin writing a note.

    The note will now be linked to the client profile and you'll be able to view past notes by heading to the 'Notes' section in the client profile.



  4. To clear the a client that you've loaded by mistake, either delete the whole note or click the "x" icon in the name field.





To view and edit a client profile click on the person icon next to the name field.










    Custom Checkbox

  1. Clicking the checkbox adds this template to your note.



  2. You can change and personalise the template text for the custom checkbox by going to the main settings page.

    See template settings.. >

    Using a Template

  1. Navigate to the notepad. View your Templates by clicking on a Category from the side menu to expand the accordion.

  2. Choose a template then either drag & drop it into the note area or just click on it with the left mouse button.


    Customising your note

    Once you've added a template to the note area, you can customise it further. Click and start typing to make changes.


    Re-ordering

    Change the order of added Templates within the note area by drag and dropping them.

  1. Select the Template you wish to re-position. Left mouse click on the grid/box 'handle' and hold.

  2. Drag the Template to the new position (whilst continuing to hold down the left mouse button).

  3. Release the mouse button to drop the template into the new position.


    Remove an added template

    Hover over the template then click on the X icon to remove it from your note.


    Note Tabs

    The note tabs at the bottom of the screen allow you to easily switch between notes by clicking on them.

    Show or hide the tabs by clicking on the button (shown below).

    Switching between tabs automatically saves your current note so you can come back to it later.

    Clicking on a tab opens the note so you can continue editing it.

    The active tab has a blue colour.

    Press the tick icon on a tab once you've 'finished' with a note. The tab will then 'disappear' and the note will be moved to the finished notes section. You can view all 'Active' and 'Finished' notes from the 'Draft Notes' page, (reached from the main menu).



    Switch Template Collections

    Smilenotes allows you to keep multiple 'Collections' of note templates. A Collection can contain lots of note templates organised into categories (or folders).

    You can have different Collections for different purposes.

    Easily switch between your Template Collections by clicking on the menu and selecting a different Collection.

    The name of the active Collection is displayed in the blue banner.



    Preview Note

    The note preview shows you clearly what you final note will look like. It removes any unused buttons or dropdowns.

    If you copy your note using the copy button, the exact content of the preview will be copied .

  1. Click the preview button in the Notepad.


  2. A pop up window displays your note.



    Copy & Paste

  1. Press the Copy button to automatically copy the note to your computer's memory.



    ..alternatively use the copy button in the panel area.


  2. Paste the final note where you want it to go.

    Place the mouse cursor where you want to paste your note - then either:
    i) Right mouse click then "Paste"
    OR
    ii) Press "Crl" and "V on your keyboard.

  3. A pasted note will appear exactly how you wrote it in Smilenotes.



    Finished notes

    Once you've finished writing your note - press the tick icon on the tab. This causes the tab to disappear and the note is moved into the 'Finished Notes' section on the Draft Notes Page.

    You can manage both Finished and Active notes from the Draft notes page.



    Create a new client

    To add a new client to your list follow the steps below:

  1. Click on the "+" icon at the top of the screen and select "Create client".


  2. Complete the new client details in the client profile screen then press save.