With custom note templates, you can design a more ideal note by choosing sections from all our existing note types, renaming and reordering note sections, and adding custom static text so that your note includes exactly the information you need.
Custom note templates are in beta, which means we're still making adjustments and adding new features to make sure you have the smoothest experience.
1. Create a new custom note template
Create a new note template
From Settings:
Go to your Settings, and click Note templates.
Click New template.
Or, from an existing note:
Go to a session page. Above the session note, click on the Custom note tab.
Click New template.
Choose if the template is for Individuals or Couples, and set the Specialization and Document type. Click Create template.
Name your template, enter a description, and optionally, change the title of the note.
2. Choose sections for your custom template
You can start with an existing note type and customize from there (just click on the note type), or start from scratch.
Adding a section
Currently, the available note sections come from our existing note types.
Click Add section.
To filter by note type, click the note type. You can also use the search bar, or scroll through all section types.
Select the section you'd like to include.
The section appears, filled in with sample content from our demo session.
Removing a note section
To remove a section, click the menu icon beside the section, and click Remove section.
3. Customize your note sections
Renaming note sections
Click on the section name, and type a new name.
Or, click the menu icon beside the section, and click Change section title.
Reordering note sections
Click the menu icon beside the section name, and click the up or down arrow beside Reorder to move the section up or down in the template.
Adding custom static text
Static text is fixed text that appears the same in every note generated with this template. It is not affected by the content of the session, like other note sections are. This can be helpful for including practice-specific details.
Click Add section.
Click Custom static text.
Type a title and section content.
This custom static text section will appear in every note you generate with this custom template.
Swapping out a note section
If you'd like to change the type of a note section:
Click the menu icon beside the section name, and click the section type
Select a new section
The section is replaced with your new selection.
4. Save your note template
When you're finished, click Save template.
The template will appear in Note templates in Settings. You can edit it any time.
Editing a note template
You can edit a custom note template any time. Editing the template won't automatically reprocess notes already generated using that template.
To edit a custom note template:
Go to Note templates in your Settings.
Click on the note template you'd like to edit.
Make changes as needed, and click Update template.
