How do I create a custom note template?

Read on for a step-by-step guide on how to create a custom note template, or watch a video here:  


1. From your main dashboard, click on "Practice."

2. Select "My Form Builder" from the "Practice" drop-down.

3. Select the note template you want to create from the "Form Type" drop-down.

  • "Note template - Intakes" - This template will be paired with the standard free text boxes used in an intake form.
  • "Note template - Follow Up" - This template will be paired with the SOAP form.
  • "Note template - Free Text" - This template will be paired with the Free Text note

4. Add a title to your note template under "Form Title." 

5. To start building your note template, drag and drop elements under "Question types" into the form area, and click "Edit" to set up your questions/answers

To use the template in a note, check out this article.

Note: For best visibility on mobile devices, your answer choices should only take up one column.

If you have any questions, please contact us.

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