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Case note templates

Create, edit and delete templates for use when entering case notes.

Updated over a week ago

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.

πŸ’‘Case note templates can be accessed by all users in your account.

This article includes:


Create case note templates

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


Edit and delete case note templates

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

πŸ’‘ You can also click on insert then Templates to access the below window.
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πŸ›‘ Clicking on the bin icon will prompt you to delete the template permanently


See similar articles regarding client files and information:

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