You can customize parts of the Care Coordination Note by going into Barnestorm Office > Codes > POC Codes > Note Codes.  From the "Filter Page" drop down click on CareCoord.  Then select which part of the care coordination note you want to change from the "Name" drop down list.

Topic:  You can add/change the Topics list to whatever you use most often.  You can add as many as you want. 

Who:  This is for the Select From/To part of the note.  This will automatically show the selected agencies/people for all patients when you click on the Select From/To button.  Examples:  names of hospitals, pharmacies, and doctors.

IMPORTANT: Please note that these changes should be performed by clinical directors (or by a clerical staff with sufficient permissions at the request of the clinical director). These changes will appear for ALL Barnestorm users in the agency, and therefore should be approved by the clinical directors in advance.

See the related link for details on how to use the Note Codes feature.