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Notes, forms and templates

Build reusable treatment notes, intake forms, letters, and body charts your clinic can rely on.

8 articles Last updated June 14, 2025
Write a treatment note
Record what happened during a visit, save it as a draft or mark it complete, and send or export it when needed.
Mark up a body chart
Draw, colour-code, and label directly on a body chart diagram when documenting where something is.
Build treatment note templates
Design the structure of your treatment notes once, so every note starts consistent and complete.
Build letter templates
Write a letter once as a template, with placeholders that fill in automatically every time it's used.
Send a form to a patient
Send a patient a form to fill in, and track whether it's still pending, completed, or has expired.
Build patient form templates
Design forms once, with digital signatures if you need them, then send them to any patient.
Create a letter for a patient
Generate a letter from a template with the patient's details already filled in, ready to review, export, or send.
Upload body chart images
Upload the diagrams practitioners mark up when recording exactly where something is on a patient.

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First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns

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