Notepad Subgroups

Use the Notepad Subgroups feature to add a message to a subgroup of patient notepads simultaneously.

Use This Feature

1. Open Notepad Subgroup Window - ViewPoint shortcut menu > Actions > Notepad Subgroup. (Or, press Alt+A on your keyboard to open the Actions menu options.)

   

2. Type Your Text - Type the text to add to the selected notepads, or paste text you have previously copied to your clipboard into the window. Use the toolbar at the top of the notepad, or standard word processing keyboard shortcuts, to apply formatting and text emphasis. You can also use the clock icon on he notepad toolbar to insert the current date, time, and ViewPoint operator.

   

3. Choose Notepad Tab - Use the Tab Selector drop down at the bottom of the window to select the notepad tab you want to copy the information into, then click OK to continue.

   

4. Choose Subgroup and Begin Process - Select or create a subgroup to send the note to, then click OK to continue to start the process. (See "Create & Manage Subgroups" for details.) You can only send notepad entries to patient subgroups: You cannot use this feature to add notes to dentist, referrer, or insurance notepads.

   

5. Finish - Once you start the subgroup process, you return to the notepad subgroup screen, where you can monitor the progress of your request. Once your subgroup has finished, you can click New to create another notepad subgroup entry, or click Done to exit.