Note templates: reusable documentation for routine appointments
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If you write the same treatment documentation many times a week, save it once as a note template and stop starting from a blank page.
Saving a template
- On a patient's Clinical tab, press Add record and write (or paste) your standard documentation in Notes, for example your usual structure for anti-wrinkle treatment.
- Press Manage note templates. Under Save these notes as a template, fill in Template name and optionally choose Treatment (optional).
- Check the Template body, which is filled from your notes, and press Save template.
Using one
Once you have at least one active template, new treatment records show a Use a template dropdown. Pick one into an empty note and the note is filled with it; if the note already has text, the template is added where your cursor is, so several standard pieces can be combined in one record. Then edit only what changed for this patient (doses, sites, anything unusual). The template is a starting point, not the record: always make it true for the appointment in front of you.
Managing your templates
Owners and staff with clinical access can create, edit and remove templates through Manage note templates on the patient's Treatment records card. You can open it without starting a new record when there are templates to manage.
If you are the clinic owner, all of your templates are also listed under Settings, Record templates. Press Edit to change a template's name, treatment or wording, or Remove to take it out of use. Removing keeps everything already written using that template exactly as it is; it only stops the template being offered on new records. Open the removed templates list and press Restore to bring one back.
Tips
- Make one template per routine treatment (anti-wrinkle, lip filler, skin booster) rather than one giant template.
- Put placeholders in the text (for example "Units: __") so missing details are obvious rather than silently wrong.
- Templates cover the written narrative; exact injection locations belong on the record's injection map, and anything needing a patient signature belongs in a form.