You choose a note type before you record - but the choice is not locked. If the consultation turns out to be something other than expected, you can switch to another template without starting over.
Where do you switch?
You switch note type in the note, while you review and edit the draft. There is no separate place to go - the switch happens in the same place you read the note.
What happens to the note?
When you choose a new type, the note is generated in the new template's structure - with the sections and the order that type uses. The content from the consultation carries over into the new form.
Our recommendation: switch template before you edit a lot by hand. Then you get the whole note clean in the new structure before you polish it.
When is it useful?
The switch is handy when a consultation takes a different direction than expected - e.g. when an ordinary consultation turns out to call for a type with a more specific purpose. Then you choose the right type instead of rewriting the note by hand.
Note types keep evolving
Which note types you can switch between depends on your profession and your package - Clinic BASIC, Clinic CORE or Clinic PRO - and we add new ones continuously.
Not sure which type fits? See the guide to choosing a note type.