Beginning in February 2026, we will start retiring the legacy Form Builder as part of the transition to Clinical Form Management. For more details and answers to common questions, please refer to our FAQ article.
When a template is made persistent in the form builder, it only applies to the fields created in that template. The notepad section exists outside of the form and is not included in the persistent setting.
Before building your form, we recommend reviewing Best Practices for Building Custom Forms designed to help you make the most of the clinical notes feature.
The yellow notepad is an extra place to put unplanned notes within your clinical note.
If you would like a persistent notes field for your template, add a Short Text Field to the desired form and make that form persistent.