How to create treatment note templates

Create custom treatment note templates to match your workflow and streamline documentation.

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Create a new template

1. Go to Setup, then Treatment Note Builder
2. Click the Add New button at the bottom left and choose one of the following:
   • Start from scratch to build your own template
   • Select from template library to begin with a pre-made layout
     
      

Edit a question

1. Click the pencil icon in the top right corner of the question box
2. Choose the question type from the drop-down menu
   
3. Enter your question text and, if applicable, answer options
4. To rearrange questions, click on the up/down arrows. To delete them, click on the trash icon
5. Click Save

Add more questions

1. Click + Add Question at the bottom
   
2. Alternatively, click on the + button below an existing question to add directly below it
   

Organize your note with tabs

1. Treatment notes can have multiple tabs to help keep them organized
2. To add a tab, click + Add Tab at the top
   
3. To rename a tab by clicking on the pencil icon
   
4. You can remove a tab by clicking on the Delete Tab button near the bottom left corner
   
5. Once finished, click Save Template

Note: Use the Preview button at the bottom to see how your template will look to practitioners.

Video Guide