A practice owner can customize the goal areas by specialty to fit the needs of the practice. To customize the goal areas, navigate to Settings.



Once inside settings, navigate to Tagging and Customization. From the Tagging and Customization screen, the account owner may select to show and hide any of the tags. These tags can be customized separately for each specialty in your practice. If you need to change the tags, no problem! Select Customize and the practice owner can then change any of the tag labels. If you ever want to restore the default names, simply elect the "Show Default" button and Nota will reset the tags.



After selecting customize, the tag fields become editable. Select save when finished editing.



  



Select these tags to apply them to goals in the Goals and Objectives tab, when writing goals for a client.




If you ever need more assistance or clarifications, please get in touch with us at support@nota-app.com.