Why templates matter
Rather than writing every note from a blank page, a treatment note template gives practitioners the right structure every time — the sections and fields your clinic actually wants captured for a particular kind of visit.
Build the template
Go to your settings and open Treatment note templates, add a new one, and give it a name. Build its structure using single-line and multi-line text, multiple choice, checkboxes, dates, and body charts for marking a location on a diagram.
Choose what prints alongside it
Set a print title — it defaults to the template name if you leave it blank — and choose which patient details should appear on the printed note: address, date of birth, Medicare number, reference number, or occupation.
Linking it to an appointment type
Attach a template to an appointment type so the right one opens automatically when a practitioner starts a note for that kind of visit, rather than choosing manually every time.
Retiring a template
Archive a template you no longer use. Notes already written from it are unaffected; it simply stops being offered for new ones.