Modify existing templates
Your ClinicSense account is pre-loaded with the most commonly used treatment note templates. Most people use them exactly as-is, but you can modify them to suit the needs of your business.
- Click Setup, then select Treatment note builder
- From the list of templates on the left, select the one you’d like to modify
- Hover over any of the questions to see controls to move, edit or delete that question
- To add a new question, scroll to the bottom and click Add Question
- Each note can be organized into tabs and you can change the tab names or add new tabs
Create a new template
- Click Setup, then select Treatment note builder
- To create a new template from scratch, simply click the Add New button
- To duplicate an existing template as your starting point, click the 3 dots next to the template name
Note: We’re happy to build your template for you. Simply submit a support request, attaching a photo or digital file of the template you’re looking to build.
Understanding “Display logic”
The purpose of display logic is to prevent asking irrelevant questions. Here’s how it works:
- Enabling display logic lets you show a question only when a previous question was answered in a specific way
- For example, you can ask the client’s reason for visit
- And only if they select pain, will you show questions related to pain - such as how the pain feels