Case note templates allow you to insert pre-formatted text into a case note. This is perfect if you need to fill out a list of questions for each consultation or have a specific layout that needs to be followed for your notes. Anyone who has access to case notes will have access to any template which has been saved.

💡Case note templates can be accessed by all users in your account.

1. From a client's file, click on Clinical

2. Click on Insert, then Templates, then click New to create a template

3. Enter the name, and fill out the content, then click Save

4. Select the template, then click on Use to insert the template into your current case note

1. From the case note window, select the template shortcut icon

2. Click on the pencil icon next to the template you wish to edit

3. Edit the details, then click Save

💡 You can also click on insert then Templates to access the below window.
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🛑 Clicking on the bin icon will prompt you to delete the template permanently

📝 Once you've mastered creating templates, you're ready to start using case notes.