With the Templates Library, you can add and customize curated templates based on your profession or the type of resource within minutes. You can also access and share templates with other practitioners.
Within the Templates Library, you have the option of:
- Adding Pre-Built Note Templates from Practice Better’s Template Library
- Adding Pre-Built Form Templates from Practice Better’s Template Library
- Sharing Programs with Colleagues
Adding Templates
To start using the templates, navigate to the Templates tab within Practice Better.
You will then see a list of templates you can filter by resource or practitioner type to find resources tailored to your practice's needs.
Then, from the list of templates, you can click View to see the sections and formatting before deciding to use the template.
Once you have added the template to your portal, you can click Done to continue adding templates from the library to your portal, click View My Forms to go to that resource page, or Edit to open the editor for that template.
Using Template codes
If you have a template code, you can navigate to the Templates tab and use the Unlock Template button to import a resource using the template code.
Enter the access code in the field and click Submit.
Select the template to save it to your portal.
Please thoroughly review any templates before sharing them with clients to ensure they match your practice’s settings.