Templates
Learn how to create and manage reusable templates for forms, letters, emails, body charts, and appointment notifications.
Articles
Set up form templates
Create professional forms for new clients, existing clients, and other practice workflows.
Manage form template categories
Organize your form templates with categories so you can find and manage them faster.
Set up letter templates
Design letter templates to create reusable, formatted letters for referrals, reports, recommendations, and other professional communication.
Set up email templates
Create and manage email templates for invoices, forms, and letters so your team can send consistent, professional communication quickly.
Set up invoice templates
Create and manage invoice templates that fit your business needs. From simple branding updates to detailed layouts for specific clients or funding types.
Set up progress note templates
Learn how to create progress note templates for every practitioner in your business.
Set up body chart templates
Learn how to create and manage body chart templates for your workspace.
Set up your session templates
Create reusable templates that Caspen AI uses to generate clinical notes, letters, and documents.