How to customize treatment note templates

Guide

  1. Go to Setup, then Treatment note builder
  2. Select the template, on the left
  3. Make the desired changes
  4. Click Save, in the lower right

Notes

  • At the top of the template builder, you organize each note into tabs, change tab names, and add new tabs
  • If you scroll all the way to the bottom of the template builder, you'll find the Add Question button
  • While adding or editing a question, you can choose "Add display logic" settings
  • Hover your mouse over a question to show move, edit, and delete buttons

Video


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