Customize treatment note templates


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.

  1. Click Setup, then select Treatment note builder
  2. From the list of templates on the left, select the one you’d like to modify
  3. Hover over any of the questions to see controls to move, edit or delete that question

  4. To add a new question, scroll to the bottom and click Add Question

  5. Each note can be organized into tabs and you can change the tab names or add new tabs


Create a new template

  1. Click Setup, then select Treatment note builder
  2. To create a new template from scratch, simply click the Add New button

  3. 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

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