How Do I Set My Preferred Visit Note Type

EMR Guide
How Do I Set My Preferred Visit Note Type image
Last updated: February 19, 2024
EMR Visit Notes

How do I set my preferred visit note type 


 

Ambiki allows users to customize their default visit note type, while also offering the flexibility to change it when creating a new visit note. Currently, there are 3 visit note type options: "Free text", "SOAP (Subjective Objective Assessment Plan)", and "DAP (Data Assessment Plan )" 

 

To change the default visit note type, ensure you are logged in to Ambiki and on the main dashboard: 

  1. On the top right-hand corner, click on your profile image and select ‘User settings’. 
 

 

Link to 'User settings'.
 

 

 

 

 

 

 

2. Click on ‘Visit note settings’. 
 

 

Clicking on 'Visit note settings'.
 

 
 
 
 

 
3. Click on the drop-down labelled ‘Preferred visit note type’ and choose between  "Free text", "SOAP (Subjective Objective Assessment Plan)", and "DAP (Data Assessment Plan)". 
 

 

Selecting the preferred visit note type.
 

 

 

 

 

 

 

4. Click on the button labelled ‘Update’ to save your settings. 
 

 

Saving the preferred visit note type.
 

 

 

 

 

 

5. Ambiki also allows you to set your preferred visit note type when creating a new visit note. Simply click on the drop-down button labelled ‘Change note type’ in the top right corner and select a visit note type. 
 

 

Changing the visit note type when creating a new visit note.