Treatment Note Templates

What treatment note templates are

Treatment Note Templates give your clinic a reusable structure for documenting patient visits, so staff aren't writing the same headings and prompts from scratch every time. You define the templates once here, and staff pick from them when adding a note to a patient's record.

What you'll learn

What treatment note templates are for
How to create, edit, and remove a template
Where templates are used from

The Treatment Note Templates settings page showing a list of saved templates with edit and remove actions.

Creating a template

Open Treatment Note Templates

Go to <strong>Settings > Treatment Note Templates</strong>.

Add a new template

Start a new template and give it a clear, descriptive name so staff can find it quickly when starting a note.

Define the structure

Set up the sections and prompts you want staff to fill in for this type of note.

Save

Save the template to make it available when staff document a visit.

Editing and removing templates

Open an existing template from the list to change its name or structure.
Remove a template you no longer need from the same list.

Existing notes aren't affected Changing or removing a template only affects new notes started from it going forward — notes already written from that template keep their content as saved.

Where templates are used

Templates you build here show up when staff add a new note from a patient's Notes tab, letting them start from a consistent structure instead of a blank page.

Patient Record: Notes Tab

See how staff use these templates when documenting a patient visit.