Reusable templates for treatment notes

If you type the same consent and documentation boilerplate into every treatment record, save it once as a template and reuse it.

Using a template

1. On the patient record, press Add record in the Treatment records section.
2. If you have templates saved, a Use a template dropdown appears. Pick one and it pre-fills the Notes box.
3. Edit only what changed for this patient, then save the record as normal.

Creating a template

1. With the Add record form open, write (or finish editing) the notes you want to keep.
2. Below the form, press Save these notes as a template.
3. Give it a Template name, for example your standard anti-wrinkle documentation.
4. Optionally tie it to a specific Treatment, or leave it as Any treatment.
5. The template body is pre-filled from your notes above; adjust it if needed, then press Save template.

Why bother

• Consistent, complete documentation on every record, even on a busy clinic day.
• Faster records: pre-fill the standard wording, then note only the specifics for this patient.
• New team members inherit your documentation standard instead of inventing their own.