Quickly upload and customize your existing forms or documents for use in Carepatron. Once imported, templates can be edited, shared, and assigned to clients, helping you streamline your workflow.
How to Import a Template in Carepatron
Navigate to the Templates Tab
Select Import
Choose Click to upload option, or you can Drag and Drop the document.
Upload Your File
Upload a compatible file (Word, PDF, or text-based template).
Make sure your form has clearly labeled fields, as this will help with mapping.
Customize the Template
Once imported, review the structure.
You can edit field names, add/remove sections, and format layout as needed.
Save and Publish
When you’re finished editing, click “Save”.
Choose whether to keep it private, share with your team, or make it available to clients (e.g., in the client portal or as an intake form).
💡 Tips for Best Results
Use clearly structured and labeled forms.
Prefer typed forms over scanned handwritten ones for better accuracy.
Review the imported version to ensure all fields map correctly.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.