Templates allow you to quickly create notes and charts that you frequently use with clients during sessions. This article will cover the options available when creating and editing note templates. You can optionally create a template from one of our pre-built templates by following the instructions in this help article.
Adding Text Sections
Text sections allow you to add rich free-formed information to your notes and templates. The text editor allows you to embed:
- Text Snippets
By default, each note/template has one text section, but additional sections can be added by selecting the Add text section option from the Fast Action Button in the bottom-right corner:
Placeholders allow you to add information from your client's file when creating new notes, including:
- Basic Information
- Medical History
- Diet & Lifestyle Profile
- (Current) Measurements & Vitals
- Answers from a completed form
Click the Add Placeholder Text button in the top-left corner of the text editor:
Once you've selected a placeholder, it will appear in the editor like this:
You can apply further formatting to the template or add it to a table within the editor to meet your requirements.
When you create a new note based on a template, we'll automatically populate it with data from your client's file.
Using Note Templates
Once you've created your template, you can create notes for a client using either of the following options:
Create a note from Note Templates page
1) Go to My Practice > Note Templates
2) Click the Create for client button next to the template
3) Select a client to continue
Create a note from a client's Notes History page
1) Go to the Notes section of your client's file
2) Click the Add notes button
3) Select a template from the popup
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