Follow the steps below to add a note template:
1. Navigate to https://app.practicespace.health/
2. Click on "Papers" in the left menu.
3. To add a Note Template, you can either create a new template from scratch OR copy a pre-existing Note template from the Template Library.
To add a Note template from scratch
4. click on "My Templates"
5. Click "Create New"
6. Add a name for your note template and the questions you want to include.
TIP: The next step is very important!
7. To save this template as a Note, click on the "Form Type" dropdown and select "Clinical Note"
8. Click "Save"
9. The new template will be added to your list of templates.
To copy a note template from the PracticeSpace Template Library
10. Click on the "Template Library" tab
11. Click on "Type" to sort the templates.
12. Choose the template you want and click Copy.
13. The Note template will be copied to your "Notes & Other Templates"