How to customize treatment note templates in ClinicSense

  1. Click Setup, then Treatment note builder
  2. In the list on the left, click the template's name
  3. Each note can be organized into tabs and you can change the tab names or add new tabs

  4. To move, edit, or delete a question, place your mouse cursor over the question to reveal the management buttons

  5. While editing a question, you can choose a "Add display logic" setting
  6. To add a new question, scroll to the bottom for the form and click Add Question
  7. When you're done customizing, click the Save button in the lower right corner
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