# Templates

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.

<div align="left"><figure><img src="/files/H5PNiQ70i7dqHzi0MuLC" alt="" width="230"><figcaption></figcaption></figure></div>

**Get started with Templates**

* [Set up form templates ](/using-caspen/settings/templates/set-up-form-templates.md)– Create reusable forms for clients and guests, including intake forms, consent forms, and screening tools.
* [Set up letter templates](/using-caspen/settings/templates/set-up-letter-templates.md) – Build and customize professional letters for reports, referrals, and communication with third parties.
* [Set up email templates ](/using-caspen/settings/templates/set-up-email-templates.md)– Create and manage email templates for invoices, forms, and letters.
* [Set up invoice templates](/using-caspen/settings/templates/set-up-invoice-templates.md) - Create and manage invoice templates that fit your business needs.&#x20;
* [Set up progress note templates](/using-caspen/settings/templates/set-up-progress-note-templates.md) – Create reusable progress note structures to support consistent, accurate clinical documentation.
* [Set up body chart templates](/using-caspen/settings/templates/set-up-body-chart-templates.md) – Upload and manage custom diagrams to use in your clinical notes.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.caspen.com/using-caspen/settings/templates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.