Create Sequences

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You can create your own report or note sequences to compile and send to the word processor. For instance, you may only want to include certain sections, in a particular order, in your Intake Notes or Treatment Plans. Or you may want to create a sequence to print the Psychosocial History only. You can create any number of sequences for each type of note.

To create a sequence:

While in the Note view of your note or treatment plan, select Generate Note... from the File menu.

1.	Click the Create Sequences text button to the left of the Sequences field.

2.	Enter a name for the sequence (e.g. My Intake Note)

3.	Select the note sections you want to include by clicking the section, and then clicking the Add button. To include all sections, click the Add All button. To remove a section, select it from the sequence list, and click Remove.

4.	To re-order sections in the sequence list, select a section and use the Up or Down buttons to change the order.

5.	Click Save when finished.

To create another sequence, click New and repeat steps 2-5.

To modify a sequence, select it from the drop-down sequence list. Make changes and click Save.

To delete a sequence, select it and click Delete.

Click Close to exit the Sequence setup window.