You can access our pre-built note templates to incorporate and modify to suit your needs.
To create a template from a pre-built template, go to your My Practice > Note Templates section, then click View templates from the Getting Started section:
If you've already added templates to your account, click the Fast Action button in the bottom-right corner, then select Create from template:
From the popup, select a note template to add and customize:
To use a template code you received click Unlock Templates at the bottom of the Note template pop-up.
Enter the template code in the field and click Submit.
The Note template will appear in the list of templates. You can click to open it and save a copy.
Please thoroughly review any templates before sharing them with clients to ensure they match your practice settings.