- Click Setup, then Treatment note builder
- In the list on the left, click the template's name
- Each note can be organized into tabs and you can change the tab names or add new tabs
- To move, edit, or delete a question, place your mouse cursor over the question to reveal the management buttons
- While editing a question, you can choose a "Add display logic" setting
- To add a new question, scroll to the bottom for the form and click Add Question
- When you're done customizing, click the Save button in the lower right corner
How to customize treatment note templates in ClinicSense
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