Guide
- Go to Setup, then Treatment note builder
- Select the template, on the left
- Make the desired changes
- 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
Related
- How to create treatment note templates in ClinicSense
- How to create intake form templates in ClinicSense
- How to customize intake form templates in ClinicSense