This article provides an overview of the Arya EHR Notes Engine. For information on how to create a note in the patient's chart please see the Notes module article.
Getting started with the Notes engine
1. To start with the Notes Engine, navigate to the clinic dropdown menu and select Admin. This will launch the Admin Panel where the Notes Engine is located.
2. Click on the “Notes Engine” tab to open up the Notes engine
Creating a Note Template
1. Once you're on the Notes Engine Page, Click the "New" button located on the left "Templates" panel to create a new note template.
2. Add a title for your template in the "Type title here" field.
3. Choose whether to make your template Private or Public. If you select Private, your template will only be visible to you on the Notes page in the patient charts.
5. Click the "Add" button to create your note template.
📖 NOTE: Keep in mind that users are unable to edit note templates that were created by others.
Editing a Note Template
If you do not wish to use Arya's default header, you can upload your custom one. Supported file formats are PNG, JPG, and JPEG.
To add content to your note template, you can type directly into the template or choose to insert content from the “Placeholders” panel on the right.
📖 NOTE: Placeholders will automatically pull up the information from the patient's profile.
Placeholders can be identified by their square brackets - such as [First Name] - and represent data related to patient demographics, patient data, patient profile, medical history, provider information, and more. Any placeholders added to your template will dynamically update with the relevant patient and provider information each time you create a new note from the Notes page.
Select the button below to view our article Using the Notes Engine: Adding Placeholders to read more about adding and editing placeholders within your note templates.
Saving, Publishing and Deleting a Note Template
To save your changes to a note template click on the “Save as Draft” button.
If you're done creating your note template and are ready to publish it for use in your clinic, click on the “Publish” button.
If you no longer want a note template, click on the "Delete" button. Your template will be removed from the Notes Engine and will no longer be listed as an option on the Notes page. Any existing notes in a patient's chart that were made using the deleted template will still be accessible.
