- A treatment note template (form structure) is the layout of a note — the sections and fields you fill in during a visit.
- Build your own: add, remove, reorder and rename sections and fields, or start from a ready-made layout with Load Template.
- Bind a template to a billable service and it loads automatically whenever you write a note for that service.
Every clinic writes notes a little differently. Treatment note templates let you shape the note to the way you work — which sections appear, what fields they hold, and the order they’re in — instead of bending your notes to fit a fixed form. Build a template once, bind it to the services that should use it, and it’s there every time you open a note.
Where templates live
Open Treatment Form Structures to see every template in your clinic. Each one shows its name, an active/inactive switch, and the billable services it’s bound to. From here you can create a new template or open an existing one to edit.
Build or edit a template
Open a template — or choose Create Treatment Form Structure — and you’ll work through three parts:
- 1Treatment form details
Give the template a clear Name and Description, and set it Active so it’s available to use. Inactive templates are kept but hidden from the picker.
- 2Form structure contents
The builder where you lay out the note itself (see below). Use Load Template to start from a ready-made layout, or build on a blank canvas.
- 3Billable service bindings
Choose which services this template is used for — covered under “Bind a template to a service” below.
Add, reorder and remove fields
Inside the builder, the note is made of blocks. Hover over any block to reveal its controls:
- 1Add a block
Hover and click the + button, or type / anywhere to open the block menu, then pick what to add.
- 2Reorder
Grab the drag handle that appears on the left and drag a block up or down. Drop it where you want it.
- 3Duplicate or delete
Open the drag-handle menu to duplicate a block or remove it.
- 4Configure a field
Text fields have a settings menu for the label, helper text, number of rows, and whether the box accepts numbers only.
You can build a note from a range of blocks: sections to group related fields, headings and paragraphs for structure and instructions, and fillable fields — text (single or multi-line, or numbers only), checkboxes and checkbox groups, radio options, toggles, a slider, date and time pickers, and a signature box.
Bind a template to a service
Binding is what makes a template load by itself. In Billable service bindings, pick the services that should use this template — for example, your initial physio consult. From then on, whenever you write a note for an appointment with that service, this template opens ready to fill in.
- 1Open Billable service bindings
Inside the template, go to the bindings section.
- 2Add the services
Select each billable service that should use this template. They move into the bound list.
- 3Save
Click Save Form Structure. The binding takes effect immediately for new notes.
Use a template while writing
When you open a treatment note, the template bound to that appointment’s service loads automatically — there’s nothing to pick. Want a different layout for this one note? Open the template picker in the note, search by name, preview a template and choose Use This Template.
Frequently asked
Yes — templates live at the clinic level, so the team shares them. Binding a template to a service sets it for everyone who writes notes for that service.
Your templates are the form structures you build and bind to services. <em>Load Template</em> is a library of ready-made starting points you can drop into the builder and then tailor.
Any time. Changes apply to new notes that use it; notes you’ve already written keep what you saved.