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How to format clinical notes

๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Using the '/' slash menu and highlight to edit when formatting your clinical notes in clinical sidebar editor

Written by Amber Morris

๐Ÿšจ Important - This article is only relevant to sites using the new notes experience currently rolling out across sites.

You can format your clinical notes directly in the editor whilst creating your note. Formatting helps keep notes clear and structured.

Using the slash ( / ) menu

While typing in your note, type a forward slash '/'.

This opens the formatting menu.

From here, you can select options such as:

  • Bold text

  • Italic text

  • Numbered lists

  • Bullet points

Simply choose the option you need and continue typing.

You can also use the slash menu '/' to add add templates. Simply type slash and then the shortcut name for your template - e.g /ex01 and click enter to add your template directly into the editor.


Using the highlight toolbar

You can also format text after writing it.

  1. Highlight the text you want to change

  2. A small editing toolbar will appear

  3. Select the formatting option youโ€™d like to apply

For example:

  • Bold for headings

  • Italic for emphasis

  • Numbered or bullet lists for structured notes


Undo and redo

If you make a mistake, you can use the buttons across the top of the editor to:

  • Undo edits

  • Redo edits

Your note automatically saves a new draft every 10 seconds, so you donโ€™t need to manually save your changes.

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