How do I create a custom note template?
Read on to learn how to create a custom note template in Luminello.
1. On your Luminello dashboard, go to "Practice."
2. Next, click on "My Form Builder."
3. Under "Form Type," select the appropriate "Note Template."
- "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. Build the document using the Custom Form Builder.
5. To use the template in a note, read 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.