Templates

Learn how to create and manage reusable templates for forms, letters, emails, body charts, and appointment notifications.

Templates help you standardize your communication, documentation, and clinical workflows. Create professional, branded templates that save time, improve consistency, and reduce manual typing across Caspen. Streamline tasks like onboarding new clients, sending letters, and completing clinical notes.

Get started with Templates

• Set up form templates – Create reusable forms for clients and guests, including intake forms, consent forms, and screening tools.

• Set up letter templates – Build and customize professional letters for reports, referrals, and communication with third parties.

• Set up email templates – Create and manage email templates for invoices, forms, and letters.

• Set up invoice templates - Create and manage invoice templates that fit your business needs.

• Set up progress note templates – Create reusable progress note structures to support consistent, accurate clinical documentation.

• Set up body chart templates – Upload and manage custom diagrams to use in your clinical notes.