Set up progress note templates

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

Overview

Progress note templates let you create reusable note layouts for your team, so practitioners can write notes faster and keep documentation consistent. You can include headings, prompts, and standard wording your practice uses, then select a template when creating a progress note.

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Create a progress note template

1. Go to Settings → Progress note templates.

2. Click Add progress note template.

1. Enter a template name.

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.

The template is now added to your progress note templates list and can be selected the next time you create a progress note for a client.

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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 content.

2. Click Save to apply your changes.

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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 and will no longer appear as an option when creating a new progress note.

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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.

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Related article:

• Add a progress note – Create a progress note for a client.