When You’ll Use This Article
Use this article when you need to:
Create reusable planning templates for PT, OT, or SLP
Apply planned minutes across multiple weeks
Update or remove existing templates
Speed up therapy planning while maintaining consistency
Overview
Therapy Templates allow you to save commonly used minute patterns and apply them during Therapy Planning. Templates help reduce repetitive entry and ensure consistent planning across patients and certification periods.
Templates can only be applied when a patient has an active certification.
Creating Your First Template
Step 1 — Open Therapy Planning
From the left-hand navigation:
Go to Scheduling
Select Therapy Planning
Step 2 — Open Template Management
Click Manage Templates in the top-right corner of the planner
Step 3 — Create the Template
Enter a Template Name
Fill in sample minutes for:
Individual
Group (if applicable)
Concurrent (if applicable)
Click Save Template
Editing or Deleting Templates
Editing a Template
Open Manage Templates
Select the template from the list
Make updates to minutes or naming
Click Save Template
Deleting a Template
Open Manage Templates
Click the X next to the template
Confirm deletion when prompted
Deleting a template does not affect existing planned minutes.
Applying a Therapy Template
Templates can only be applied during an active certification period.
Step 1 — Navigate to the Planning Week
Go to the Therapy Planning page
Locate the start week (typically the evaluation date)
Step 2 — Apply the Template
Click the double square icon at the start of the week
Choose one of the following:
Apply template through the anticipated discharge date, or
Apply template for up to 90 days
Planned minutes will auto-fill based on the selected template.
Important Rules & Behaviors
Templates do not override certification limits or frequency rules
Group and Concurrent rows must be enabled in the evaluation to apply those minutes
Templates apply only to planning, not scheduling
Templates do not assign therapists or create visits
Common Questions
Why can’t I apply a template?
Why can’t I apply a template?
A: Confirm the patient has an active certification and completed evaluation.
Can templates be edited after they’re applied?
Can templates be edited after they’re applied?
A: Yes. Planned minutes can always be adjusted manually after applying a template.
Do templates schedule visits automatically
Do templates schedule visits automatically
A: No. Scheduling occurs separately from planning.
If you need any further support, please contact your Customer Success representative. We’re always here to help!