If you wish to add a limited number of buttons to major sections of statements, you can
Note that for most items you do not start with Capital Letter or end with any punctuation; this will be added automatically.
Only when replacing a full sentence should you also type a full sentence.
If you want to use quotation marks for some reason, use 'single quotes' rather than "double quotes".
When you have everything as you like it, click here to either
(Don't worry, you cannot delete or modify the 'standard' set
of statements by mistake.) Then, click the button at the top of the page to close this editing page.
To start, your current customized set (if you have ever stored one) is shown below.
You can load up the standard template instead as a starting point for building your own, if you want: Start with:
MENUS:
Note Type:
Use this page to add your own "custom" buttons.
Enter your own statements in the
When you have everything as you like it, click here to
Then, click the button at the top of the page to close this editing page.
To start, your current customized set (if you have ever stored one) is shown below.
Preferences and Advanced Options
**Changes made on this page may affect any note currently in progress, therefore you may wish to
print/save your note before proceeding with changes. (Some changes will not appear until you Clear and then begin a new note.)
Terminology: Which terms do you prefer (current selections are highlighted):
Do you wish to include a heading "Session Note:" or "Progress Note"?
Section Breaks: Do you wish to have paragraph breaks and/or headings between sections of your progress note?
Do you wish your basic notes to be in the standard Note Designer format or in SOAP (Subjective, Objective, Assessment, Plan) notes format?
[This change will reformat your current note so should be implemented only when you are ready to clear the current note and start a new note.]
Choose whether to display additional customization slots in all sections of the progress note:
Set your Button-text Font Size:
Set your Printed-Note Font Style:
Set your Printed-Note Font Size:
Example Note Text.
If your printer does not display the font size as desired, enter a preferred font size here and
press select, then print a test note to determine the best size:
Signature: If you wish to add your address and/or institutional affiliation (etc.) to your signature line:
Line 2 if any:
Line 3 if any:
Date format:
Adjust the size of the workspace on your screen:
Choose whether screen height of displayed note is: or
[You can adjust the height of the entire workspace by going to the Info tab.]
Choose Background:
Filter by this ID(optional): Retrieved notes, sorted by date stored:
* * * * * * * * * * * * * * * * * * * * *For temporary storage only.* Retrieved notes will be displayed according to current preferences.
Please keep in mind that you are responsible for familiarizing yourself with the professional and ethical guidelines
that apply to your handling of notes.
This storage, while password protected and therefore not easily accessed by others,
might nonetheless be opened by an experienced programmer who has access to your computer.
This application is not intended as a system for electronic record keeping.
Generally agreed upon best practice is to print each note as you create it rather than storing on your computer.
If you do not have immediate access to a printer, however, this short term storage may be useful.
It is recommended that you erase notes as promptly as possible, which you can do with this button:
Use this button only if you wish to delete ALL your stored notes.
**This action is permanent and cannot be reversed.**
This page allows you to do some final editing before PRINTING your note or COPYING it to
be pasted into a word processor or other program.
The note displayed here will be according to your current preferences (e.g., additional signature lines, font styles).
Button Customization
This page allows you to select statements to hide from view (or else show as usual) when you are creating a progress note.
Changes made here may interfere with any note you currently are working on, so it is best to print or save your note before making changes here.
Use the +/- buttons to select statements: If you grey them out here, they will not be shown to you at all while you create a new note - which will make it easier to ignore
statements that you never use. If you change your mind later, you can come back here to reset the statements to be shown as usual.
***When you have made your selections, you must scroll back to the top here to:
OPTIONAL: You may enter a brief "ID", if you wish to file this note with similar others, so that you can retrieve them all by filtering on their ID:
(Or, just leave it blank).
OPTIONAL: You may enter a brief "ID", if you wish to file this note with similar others, so that you can retrieve them all by filtering on their ID:
(Or, just leave it blank).
You will need to give a password (of at least 4 letters and/or numbers) for what you are trying to do.
You can change your password as often as you wish, but to retrieve a note you will need to enter whatever password was originally
associated with that note - so don't forget it! (Use an easy-to-remember password, or write it down somewhere safe.
Or, you can use the Help/Lost Password menu item.)
Please enter a password above at the right of the top bar, then go back and start this sequence again.
In this version of Note Designer you copy a note by highlighting the text and using your usual
browser commands for copying.
Depending on your browser, you could use the Edit/Copy menu, for example. Or on Windows you
might use ctrl-c (pressing the ctrl key and c key at the same time), or right-click here with the mouse. On Macs you could use
cmd-c and in iPad you press the note and choose Copy.
Then you can paste the note into a word processor document, much as you would paste anything you have copied.
These buttons are for use in debugging only. If you click them you may lose your stored data. Better to Cancel...
Hi there! It looks like this is your first time using Note Designer on this computer.
To complete the installation the first thing we need to do is to quickly set up a Note Designer storage database (which essentially involves
just creating a file in your AppData directory).
Click this now to finalize installation so you can begin using Note Designer:
Welcome to Note Designer.
It appears that this is the first time you have used Note Designer on this computer.
Please find your authorization code
in your email receipt. Your code should look something like My Name, MSc./ZZSJKWOKJ. Just copy it then return here to
paste your code into the window below, using Edit/Paste, or ctrl-v (or cmd-v on Macs). Then press the submit button.
Paste your authorization code below, then click
If you do not have an authorization code, you can purchase one at notedesigner.com.
Welcome to Note Designer,
Your authorization information and some preferences have been imported from an earlier version of Note Designer on this computer.
IF you wish to import also your customizations (e.g., custom statements) and stored notes now, which will take just a couple of seconds
and is strongly recommended if you think you will ever want them in this program,
press this button:
IF you wish to reauthorize with a different authorization code, press this button:
Otherwise you can use the button in the top left corner of this window to get started with the program. You can also import
old customizations and notes later, using the Help menu.
Welcome!
Reauthorization
To authorize the program for a new user, please find your authorization code
in your email receipt. Your code should look something like My Name, MSc./ZZSJKWOKJ. Just copy it then return here to
paste your code into the window below, using the button provided.
Export your Customizations
At some point you may want to export a copy of your custom statements to a second computer. (Note that you cannot select specific content to export:
ALL of the custom statements get exported at once.)
To export a copy of your custom statements, click the button below which will show here the long set of customization information (which mostly looks like gibberish)
, and simultaneously put all the information into a new file called NoteDesignerCustomizations.txt, which
will be put onto your Desktop. You can find it there and move it over to your other computer.
Alternatively (in case you just prefer to do it yourself!),
if you click the second button it will instead just COPY it all onto your 'system clipboard'.
You can then paste all of this information - exactly as shown - into a blank word document or other file
for safe keeping, or ultimately into your copy of Note Designer on a second computer.
or
Import Custom Statements from a File
At some point you may want to import all your custom statements from another computer
(and completely replace any custom statements you have stored on this computer:
ALL custom statements get replaced; you cannot select only specific information to replace.)
The easiest way to do this is to first use the help/export menu item on your other computer to export a file NoteDesignerCustomizations.txt.
Then find that file on the Desktop of your other computer and copy it to the Desktop of this computer. Then press the green button below, which will
try to find that file, read your custom statements from it, and store them as custom statement on this program. Note: This step is not reversible.
If you would prefer to do it yourself, you can export your custom statement string from your other computer into a file of your choosing.
Then bring that file to this computer and copy that information (which mostly looks like gibberish) to paste into the window below.
First press the yellow button below which will paste it into the window here. Make sure there are no spaces at the beginning.
You can then click the blue button so that this information will now define your custom statements on this program.
NOTE: This final step is not reversible.
Export a Text Copy of All Stored Notes
At some point you may want to export a copy of ALL your stored notes into a single file, for safekeeping.
When you follow this procedure, the text from all your stored notes will be joined together into one long file and then written to your Desktop as
NoteDesignerStoredNotesExport.txt. **This file will have no encryption or password protection**
This file will not be fully formatted (e.g., fontsize etc.) but the text of your notes will be there, so you can open the file in your
Word processor and format it there if you wish. In case Note Designer cannot write this file for some reason (e.g., the file is currently open,
or your system's security permissions do not allow it) you will also be given the option of copying and pasting into a Word processing file.
enter either (a) your 'password retrieval' code that was emailed to you with your initial receipt at the time of purchase, or
(b) your single password if you use the same one for all notes. (This latter option will download all the notes that were stored with
that password.) Then click the button to export your notes.
(a)
(b)
Import Notes and/or Custom Statements from a Previous Version of Note Designer
At some point you may want to import some custom statements that you created in the old 32-bit version of Note Designer
(distributed prior to the May 2018 launch of version 2.0).
You may even wish to retrieve notes that you stored in that program. You can try this by pressing the buttons below.
The first button tries to locate and then import custom statements from the old program. This will OVERWRITE any customizations you currently have in place
in this current program, and you will lose access to the current statements. This procedure is not reversible.
The second button tries to locate and then import notes that were stored in the old program. Any notes found will be ADDED to your list of stored
notes in this current program - notes should not be overwritten or deleted.
These procedures first try to locate the database from the old program. The database is simply a special type of file, and it is
called "customdatabase.db". The procedure first looks for this file in the old program's "user-data directory"
(which should be located in a folder in your app-data directory called TideSDK). It also checks for a file of the same name on
your Desktop, in case you have put it there.
If it does not find the database you could instead try to locate it yourself (on this machine or on your old computer),
in a TideSDK folder in
the user-data directory. If you are not able to find that directory - in some operating systems it tends to be hidden - you can check our website FAQ
section for suggestions. Once you find the database file, just move it to the Desktop of this machine and press the buttons to try again.
To check if there is a newer version available for download, or to download additional copies for your own use, you can consult www.notedesigner.com/upgrades.html
Group/site licenses are available on a case-by-case basis; check our website or email us anytime to discuss.
If you wish to contact us you can do so via our website notedesigner.com, or email info@notedesigner.com .
Retrieve Passwords
If you have forgotten the passwords you used in storing your previous work, please find your "password retrieval" code
in your email receipt. Your code should look something like SJKWOOKJ. Just copy it then return here to
paste your code into the window below (and make sure there are no spaces before or after the code), then submit it, using the buttons provided. Your passwords will be displayed for you.
Please read the license agreement below, and do not use Note Designer unless you agree with the terms of the License. If you do not agree,
simply use the Quit menu above and then uninstall the program from your computer. If you do agree with the terms of the License, click the button to proceed.
Help with Note Designer
Welcome to Note Designer:
Note Designer was created by two psychologists who wanted a method for efficiently creating clinical notes that
would be thorough and useful, as well as consistent with regulatory guidelines.
Introduction:
Most information windows, including this one, can be closed using a button at the top left of the window.
If this is your first time using Note Designer, the easiest way to get started is to familiarize yourself with the steps
for creating a basic note, which are actually quite simple.
You can read some or all of the detailed instructions and information below, or just close this window and get started. Type a few
things in, click a few buttons, and see what happens.
If you find anything unclear, simply use the Help menu at the top of your screen to return to this window.
* * * * * * * * *
To create a basic session note:
Name and Date: Type the client/patient's name (or other identifer; e.g., initials) and the session date in the lines at the top left.
Clicking the calendar icon will allow you to select dates more easily.
Once the name and date are as you would like them, press the "add" button to start your note.
Duration and Fee: If you wish to, you can add Session Duration and Fee, and use the +/- buttons to add to your note.
Selecting Statements to Describe the Session: Click on the tabs to find statements relating to the person's affective and mental STATE, the THEMES of the session, the interventions
made ('TREAT') and the PROGRESS made and plans for future treatment. Simply scroll through the statements listed and click on the
statements that apply. As you do, you will see the statements appear as the note is generated to the right of the screen.
When a statement is highlighted in yellow on the left, it is selected and should appear in the note on the right.
You may select as many of the statements as you like. When you first use Note Designer, you may find it takes a few moments to locate the statements you
want, but after awhile you will become familiar with the statements and their location on each tab.
Removing Statements: If you wish to remove it just click the
statement again and it will be deselected. For each section of statements you also have the option to add your own observations if you
do not find a standard statement that is suitable.
Introductory and Concluding Statements:
If you have additional introductory or concluding comments to add, you can type them in the spaces indicated near the top of the screen
and then press the +/- button to add them in to (or remove them from) your note, or the red X button to delete them.
Printing and copying:
When your note is finished, click the "PRINT" button above the note and this will send it to the printer. If the format of the printed note
does not appear quite as you would like it, use "OPTIONS / PREFERENCES" (see below) to make modifications.
If you would like to edit or format the note further, or save it to your regular files, you can use the "COPY" button to copy it to your system
clipboard. Then you should be able to paste the note into Word or your regular text-editing program: just open an empty document and choose edit/copy.
Any of the styling done by Note Designer (e.g., font
size and style) may be lost in this operation; the note will likely take on whatever formatting that you have set up in your word processor, where you
can then format the note however you like.
Clearing your work:
Use the "CLEAR" button when you have finished printing, copying, or saving the note and you wish to start a new one. This will
completely clear the note and all statement choices from the workspace so you can start fresh.
Customization:
Each section of statements includes blank lines where you can add your own phrases and sentences.
Format your choices according to the style of the section (i.e., whether single words or phrases or sentences). Then use +/- to add
your choice into the note.
If you wish to save your own options to be available for future notes, click the 'save these for future progress notes and treatment plans' button just above the blank lines.
If you wish to access more customization slots, there is an option you can set in the options/preferences menu.
As you become familiar with the statements in Note Designer you may find there are some you would simply never use. It is possible
to hide these from view, so you do not get distracted by them: Use the Options/Select statements to Hide menu item. You can use
this same menu item to reinstate any statements you later decide you might wish to return to the list.
Adding Headings to the Basic Note:
If you wish to have additional headings at the top of your session note, press the 'h+' button just beside the slot
for introductory comments. Here you can add headings that would be useful to you (e.g., 'DOB', 'Diagnosis', 'Billing Code') and add the content you wish to put for this note
(e.g., 'Major Depressive Disorder'). And you can save headings for use in future progress notes and treatment plans.
Editing the Note:
After you have built the note as you like it, using the pre-programmed statements, you may wish to do a 'final edit' in which
you modify the statements or add specific content.
Use the FINAL EDIT button above the note. This will open a final edit window where you can make changes to the note.
Once a note has been edited to your liking, you can COPY or PRINT it.
Note Types:
Using the Note Type menu at the top of the screen, you can access the Basic Note (which is the default session note) as well as an Intake Note, a
Termination Summary, a Treatment Plan, and a blank Session Note.
The Basic Note give full access to all the statements, to create a standard session or progress note.
The Intake Note provides slots for the person's address and phone number, presenting difficulties, medical history, and so forth. You can fill in
the slots on screen, or if you would prefer you could print out a blank note and fill it in by hand.
The Treatment Plan provides slots and pre-set statements for Presenting Difficulties, Diagnostic Impressions, Treatment Goals,
Planned Interventions as well as Significant Developments. Most customizable slots in the Treatment Plan are directly linked to the corresponding slots
in the Basic Note (e.g., Interventions in the Treatment Plan are linked to Interventions in the Progress Note)
such that if you store your custom phrases they will then appear as options for future notes of both types.
The Termination Summary provides slots for information appropriate to a termination note.
The Blank Session Note is organized much the same as the standard Basic Note however rather than using the statement-selection approach,
only blank textboxes are provided for you to fill in as you see fit.
If you wish your session notes to be in the SOAP format (Subjective-Objective-Assessment-Plan) you can set this up as a
preference in the Options/Preferences menu.
Formatting Headings and Text Input:
In the Intake and Termination notes, you may wish to add headings, introductory comments, and other material to your note
and there are textboxes provided to do so. If you wish to format this material you can do so using standard 'HTML' tags. For example,
<p> will insert a paragraph break; <br /> will skip to the next line, and
<strong>the 'strong' tags (note the slash before the second strong) </strong> will
create bolded text.
TIP: Sometimes you may wish to copy/paste sentences or paragraphs, for example to take a paragraph from a word processor
document and add it into a comment field in Note Designer. There are no menu items for this, however you can use shortcut keys:
On Windows you use ctrl-c (that is, press the ctrl key at the same time as the letter c) to copy something you have highlighted, and then
ctrl-v to paste it. On Macs you typically use cmd-c and cmd-v in the same way.
PREFERENCES:
To view and set your PREFERENCES, click on the Options menu at the top of the screen, and then select PREFERENCES.
Your currently-selected preferences are highlighted in yellow. Most changes you make will automatically be stored for later sessions.
You can choose the terminology you are most comfortable with: "client" versus "patient" and "psychodynamic" versus "psychoanalytic".
You can choose whether to include a 'Session Note:' or 'Progress Note:' subheading, or neither.
Pick 'behavior' or 'behaviour'.
You can choose to insert paragraph breaks between the sections of the progress note, and/or insert section headings.
You can choose to access twice as many customization slots as usual.
You can choose to have session notes in the SOAP (Subjective-Objective-Assessment-Plan) format or the default format.
You can choose the format of the date displayed in your note.
You can adjust the font size of the text for the statement-button panel (as well as the preferences and help panels).
The default is 11pt (15px) but you can
choose smaller or larger.
You can adjust the font size and style of text in the note you will print. This will show in the note on the screen also.
You can adjust the size of the workspace, for example if your monitor is very wide.
You can create additional lines for your signature, e.g., to state your specialty, institution, address, or phone number. Use the +/- button
to add them to or remove them from your current note, or to save them for future notes.
Re-authorization:
In very rare circumstances you may wish to re-authorize the program, either using your original authorization code or using another code.
In this browser-based version of the program, this is done by simply deleting the authorization and customizations: the program will then
ask you for your (new) authorization code.
Other Questions?:
If you cannot find the answer you are looking for, you could consult the 'Questions' page on our website notedesigner.com, or contact us
at info@notedesigner.com.
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