Create a progress note template

Learn how to create progress note templates for every practitioner in your business.

Create a progress note template

1. Go to the Settings tab, click Progress note templates.

2. Click Add progress note template.

1. Enter a template name.

Type a template name into the name field.

1. Create your template content.

Tip: See Using the rich text editor for notes and templates if you need help with formatting or layout tools.

Example of a SOAP note template.

1. Click Create to finish. The template is now added to your progress note template list and can be selected the next time you create a note.

Edit a template

1. Go to Settings → Progress note templates.

2. Find the template you want to edit and click Actions → Edit (or click the template name to open it).

1. Update the template name or contents.

2. Click Save to apply your changes.

Archive a template

1. Go to Settings → Progress note templates.

2. Find the template you want to archive and click Actions → Archive.

The template will be moved to the Archived tab. It will no longer appear as an option when creating a new progress note.

Restore an archived template

1. Go to Settings → Progress note templates.

2. Click the Archived tab at the top of the table.

3. Find your template (scroll or search), then click Actions → Restore.

Once restored, your template will appear again in the Active list and can be selected when creating a progress note.