Create and Manage Case Note Templates

Case Note Templates help standardize documentation across your team, ensuring consistency and saving time when writing clinical notes. Templates must first be created or managed from the Administration → Case Note Templates section.

🔐 Permissions Required

Only Team Members with the appropriate Admin role-based permissions can:

• Access the Case Note Templates tab under Administration

• Create, edit, duplicate, archive, or view templates

If you don’t see this section, reach out to your system administrator to request access.

➕ Creating a New Template

1. Navigate to Administration → Case Note Templates

2. Click + Case Note Template

3. Fill in the following fields:

   • Template Name – e.g. "Psychology Note"

   • Template Description – a short summary of when this template should be used

   • Template Input – the content structure of the note (e.g. headings like Subjective, Objective, etc.)

🧠 You can use plain text, checklists, tables, or any formatting from the rich text editor to build your ideal note layout.

1. Click Save to publish the template.

📋 Managing Templates

From the main Case Note Templates screen, you can:

• View – See the structure of the template

• Duplicate – Make a copy to use as a starting point for a new template

• Archive – Remove a template from use without deleting it entirely

• Toggle between Active and Archived tabs to view available or retired templates.

📌 Note: Once a template is created, its name cannot be edited, but its description and content can.

🔁 Using Templates in Notes

Once created, your template will appear as an option when writing a Case Note. Simply click Select Template in the note editor and choose from the list. Be cautious—applying a template will override all current content in the note.