Add/Edit/Delete Note

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What would you like to do?

o	Add a note

o	Edit an unlocked note

o	Edit a locked note

o	Delete a note

Add a Note

You do not have to complete notes all at once. Click Save and Exit to save changes to your note. Open the note and click Edit to continue writing. Depending on the settings chosen by your center administrator, Titanium will create note back ups periodically, and back ups can be recovered in the event of system failure. (Note: Click here for the process to create termination or deactivation notes, if your center is using this feature.)

1. To open a note:

o	Double click the note task on your task list, or

o	Right click on the appointment and click Client Note, or

o	Double click on the appointment to open it, and click the Client Note icon on the menu bar, or

o	Open the client file, click the New Note icon on the menu bar, and click Yes to confirm that you are creating a note not related to an appointment

2. On the Narrative tab, choose the note type from the pull down menu. (Note: Depending on the settings chosen by your center administrator, the note type may default.)

3. Complete the note narrative.

Date and time: If the note is associated with an appointment, the date and time of the appointment will be entered. If not, then the date and time the note was created will be entered. Use the controls to make desired changes. (Note: Your center administrator may choose to not display note date and time.)

o	Enter desired information in the text box on the Narrative tab.

o	If desired, right click to choose to add one or more note templates. Note templates are outlines or blocks of text created by your center's administrator. (Note: Your center administrator may have chosen a default template which will appear in the narrative tab.)

If desired, right click to open to full screen view, use the spell check function, or to use the text editing features like copy and paste. (Note: Users can click Options on the Spell Check tab to change the color used to indicate misspelled words. Titanium will retain the user settings. This is useful for users who are red/green color blind.)

4. To review or copy/paste narrative text from prior notes:

o	Click the Save icon on the menu bar.

o	Click Navigate.

o	Choose the desired note to review.

o	Click and drag with your mouse to highlight the desired text and press Ctrl + C on your keyboard

o	Click Navigate to return to the current note.

o	Click Edit on the menu bar.

o	Click in the narrative text box, and press Ctrl + V on your keyboard (or right click and choose Paste from the menu).

5. If desired, click the Diagnosis tab and add a diagnosis.

6. If desired, click the Data Form icon on the menu bar and add data form(s).

7. If desired, click the Attach icon on the menu bar and add attachments.

8. On the narrative tab, click the highest number available to you to sign the note. If you signed on Line 3, click Yes to confirm that you want to lock the note. (Note: Your center administrator may choose to require attachments, data forms, diagnoses or medical information as part of specific note types. If you do not include the required elements, you will see a warning that the required element must be added before the note can be signed.)

9. If you signed on Line 1 or 2, forward the note for review:

o	If necessary, use the pull down menu to select the reviewer.

o	If desired, add a Forward To message.

10. Click Save.

11. Click Exit.

Edit an Unlocked Note

Unlocked notes are either unsigned, or signed on Lines 1 or 2.

1. Double click on the note in the client file client file, or right click on the appointment and click Client Note.

2. Click the Edit icon on the menu bar. (Note: If the note has been signed on Line 1 or 2, the user who signed the note must click on the signature block to remove their signature before the note can be edited.)

3. Make desired changes.

4. Sign the note as you normally would, including forwarding the note for signature.

Edit a Locked Note

Locked notes (signed on Line 3) cannot be changed by users, including information on the narrative and diagnosis tabs, data forms, attachments, and medication tab (if being used). However, addenda can be added to the narrative text.

1. Double click on the note in the client file client file, or right click on the appointment and click Client Note.

2. Click the Edit icon on the menu bar.

3. Click the Addendum icon on the menu bar. (Note: The original signature information will be added under the original narrative, and the addendum narrative box will appear below.)

4. Type the desired narrative in the addendum. The addendum text box has the same functionality as the note narrative text box.

5. Sign the addendum in the same way that you sign notes, including forwarding for signature.

Delete a Note

Locked notes (signed on Line 3) cannot be deleted.

1. Double click on the note in the client file client file, or right click on the appointment and click Client Note.

2. If the note has been signed on Line 1 or 2, the user who signed the note must click to remove their signature.

3. Click the Delete icon on the menu bar.

4. Click Yes to confirm.

(Note: If a note has been signed and locked in error, consult with your center administrator for assistance.)

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.