Note Templates are formatted documents which you create for commonly-used notes. This means you can easily access any number of different layouts for a wide variety of sessions. They can be selected from the Notes editor control while creating a note. You can create as many or as few Note Templates as you will use in your session notes.
To create a Note Template:
- Go to Settings > Notes.
- Press the plus icon in the top right corner.
- This will bring up the Notes Templates Editor, which is identical to the Notes Editor.
- Type in your Note Template.
- Name your Template.
- Hit the green Save button to create your template!
Once you create a Note Template, you can edit it at any time by clicking on it and selecting Edit in the green top bar! If you started your Zencare Practice Management account after October 2018, there will be three default note templates already in this area - feel free to Edit, Delete or rename these however you'd like.
Do not copy and paste your Note Templates from a Word Document to Zencare Practice Management. This will introduce formatting errors. Always make sure to type them and format them within the Notes Template Editor.
Be sure to check-out the "Writing Clinical Notes" section of our How to Get Started with Zencare Practice Management video for additional pointers on how to navigate adding clinical notes within the portal: