How do I create an evaluation note with a basic profile and "rich text" turned on ?

Purpose:

To guide clinicians through creating evaluation note templates with rich text formatting enabled, ensuring consistent documentation with enhanced formatting capabilities for improved note clarity and organization.

Scope:

This article covers:

1. Creating a new evaluation note template
2. Configuring basic profile settings
3. Enabling rich text functionality
4. Saving and verifying template settings 
   Excludes:
5. Creating custom profiles
6. Advanced template customization
7. Insurance-specific note requirements
8. Bulk template management

Procedure:

Part 1: Create Template Foundation

1. Initiate new evaluation note
2. Select Basic Profile
3. Configure:
   1. Template name (e.g., "Rich Template")
   2. Self-pay insurance setting
   3. Matching case type
4. Enable Rich Text option
5. Save profile configuration

Part 2: Build Note Content

1. Open new note from template
2. Populate required fields:
   1. Treatment codes (e.g., 97110)
   2. Complexity level
   3. Prognosis
   4. Treatment frequency
3. Utilize rich text formatting as needed

Part 3: Save & Verify Template

1. Save completed note as template
2. Verify template preservation:
   1. Navigate to Settings > Evaluation Notes Template
   2. Locate saved template
   3. Confirm rich text remains enabled via Action > View/Edit

-