How do I apply a clinical note template to my treatment item?
To use a clinical note from the patient's chart screen, click to expand the treatment item in question in your open treatment plan.
Make sure you are on the 'Notes' tab and click the 'Template Notes'
button.
Select the template you wish to insert from the list on the left hand side. Here you will see both personal and practice clinical note templates. You can also filter to narrow down your search:
Filter by 'All', '[Your initials]' (your own templates) and 'Shared'.
You can also click on the blue letters to jump to the templates beginning with that letter.
You can select multiple templates here if you need to.
Click 'Insert' once you have chosen your note templates.
These will be added straight to your patient's treatment item, ready for customisation.
💡Top tip: Don't see what you need in your note templates list?Create your own clinical note templates from scratch instead.
Can I remove note templates from my selection?
You can add multiple notes at once and even choose to remove selected notes by clicking on the cross. Once you are happy with your selection you can click 'Insert' to bring them over to the patient or 'Cancel' to close the screen and disregard your changes.
Why should I use clinical note templates?
Using clinical note templates is a fantastic way to save yourself time from writing out everything from scratch during/after every appointment. You can instead save your most used notes and pre-populate them into your notes field with the click of a button!
User-Friendly Interface: The available templates are displayed in alphabetical order, making it easier for you to find the specific template you need.
Shortcut Settings: Each template title is accompanied by an icon displaying the shortcut setting text, allowing you to become familiar with the shortcuts for quicker and easier use of the note in the future.
Template Categories: You can use the filters to easily switch between 'All', 'My templates' and 'Practice templates'. This navigation will help streamline your clinical note-taking process.
Preview: Templates can be previewed with a single click in the selection list. This preview area displays the content of the selected template, giving you a glimpse of what to expect.
Easy Removal: If you change your mind or select the wrong template - each applied template in the preview area features an 'X' icon, enabling you to remove it effortlessly.
Insert or Cancel: Once you've made your selection, you have the option to apply the chosen templates to the selected item notes area by choosing 'Insert'. Alternatively, you can discard any selection and close the screen by choosing 'Cancel'.