The Templates module allows you to create, customize, and manage all documentation templates used during client care, including chart templates and consent forms.
Types of templates you can create
Chart templates — Notes, assessments, follow-up notes, intake templates, multi-question forms.
Consent forms — treatment consent, privacy agreements, intake consents, virtual care consents, cancellation policies
How to Access the Templates Module
Click on your profile photo (or initials) in the top right corner of the screen.
Select "Templates" from the dropdown menu. The Templates dashboard will open with two tabs: Form Builder and Template Library.
Understanding the Two Areas of the Templates Module
Form Builder This is where you create and manage your templates. It shows a list of all your existing templates with the following actions available for each:
Document icon — preview how the template will look as a PDF document
Eye icon — preview the template
Pencil icon — edit the template
Copy icon — clone the template
X icon — delete the template
Template Library This is where you find pre-made templates that can be added directly to your Form Builder.
How to Create a Template from Scratch
Click on the "Form Builder" tab.
Click "Create Dynamic Form".
Build your template:
Drag and drop components from the right side into the blank template area on the left
Click on each component to customize the information inside it
Add or remove fields as needed
Label your template.
Click "Save".
Note: Components that can be added include text areas, checkboxes, dropdowns, paragraph sections, signature fields, initial fields, date fields, and agreement sections.
How to Add a Template from the Template Library
Click on the "Template Library" tab.
Browse or search for the template you want to use.
Click the "+" icon on the right side of the template row to add it to your Form Builder.
Click on the "Form Builder" tab.
Find the template you just added and click the pencil icon to customize it.
Make your changes and click "Save".
Note: Library templates are fully editable once added to your Form Builder.
How to Link a Template to a Service
Click on your profile photo (or initials) in the top right corner of the screen.
Select "Services" from the dropdown menu that appears.
Click on the name of the service you want to link the template to.
Use the "Chart Entries" dropdown to select the chart template.
Click "Save".
Note: Once linked, the template will be automatically available every time an appointment for that service is checked in.
How to Use a Template Through the Client Timeline
In the left sidebar, click the people icon to open the Clients module.
Click on the client's name to open their timeline.
Click the "Add New Entry" button at the top right of the timeline.
Select the template you want to use.
Complete the documentation.
Click "Save".
How to Send a Consent Form in Advance
Consent forms can be sent electronically to clients before their appointment through the Online Forms workflow.
In the left sidebar, click the people icon to open the Clients module.
Click on the client's name to open their timeline.
Click the "Online Forms" icon at the top right of the timeline.
Select the consent form you want to send.
Under "Method", select how you want to send the form (Email or SMS)
Click "Send".
Note: Once the client completes and submits the form, it will automatically appear in their timeline.