Creating templates for your appointments notes makes note taking quicker, easier and more efficient.
You can create an unlimited number of templates for your team members to use when writing appointment notes. Appointment note templates can also be used for classes too.
To create a new appointment note template, go to Settings then click on Documents & Templates and then select Appointment note templates.
To create a new template, click Create new template.
Your appointment note template is made up of Sections and Questions.
Sections allow you to group questions together - for example you might have a section called Subjective examination.
Questions allow you to add different note taking formats such as text boxes, multi-choice selections, check boxes and body charts.
Simple templates might have a single section with 3 or 4 questions, or you might choose to have something a bit more elaborate with a more sections and each section having multiple questions.
To create your template start by giving your template a name and a description.
Then name your first section - in this example we have named the section Subjective Assessment.
Then add your first question. You can choose a number of different questions type:
Body chart - add a body chart to draw on
Paragraph - a simple text box. You can even pre-fill in the text box with common tests.
Multiple choice - to be able to select a single option
Check box - to be able to select multiple options
Image - ability to upload an image (for example pictures of bruising, posture, foot ulcers etc)
To add additional questions to a section, click Add question
To add additional sections click Add section
You can also remove questions or sections if needed.
Once you have completed the fields, be sure to go to the bottom of the document and click on the Create clinical note template to save your changes.
This is what your template will look like when writing an appointment note in the clients file.
