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Streamline Your Therapy Planning with Therapy Templates

You can create, customize, and apply reusable templates for all your planning needs, saving time and staying organized.

Melanie Conlon avatar
Written by Melanie Conlon
Updated over 6 months ago

Creating Your First Template

To create a template, enter a name and fill in the sample minutes. Once you're satisfied, hit "Save Template."


Editing or Updating Templates

Need to make changes? Simply click "Edit Template," make your adjustments, and click "Save Template" to update.


Managing Your Templates

You can easily edit existing templates by selecting them from the dropdown menu. If you no longer need a template, click the "x" to delete it, and confirm the deletion when prompted.


Applying your Templates

After creating the templates needed, click the Icon below at the start of you therapy planning week (Date of Eval) to either paste template to the Anticipated Discharge Date or the next 90 Days.

By utilizing Therapy Templates, you can reduce the time spent on planning and ensure consistent, efficient workflows for your therapy sessions. Start creating your templates today to make your planning process faster and more efficient!

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