In this article, we will go over the Template capabilities in your Carepatron Workspace. From notes to intake forms, these Templates will help your documentation become much easier to create and manage.
Community Templates
Community holds the entire collection of templates available to all practitioners and workspaces. You can choose to use any, or even save them as part of your Team Templates.
Got to Templates
Go to Community
Search for a particular intake or note template. You can use the search bar or scroll through the entire collection.
You can look at a preview of the template by clicking Preview, or directly get to work by clicking Use template
How to save a Template to Team Templates
After selecting a template from the Community templates, click Preview
Select Add to Team templates from the options to your left
You will now have that template in your Team templates, available to use whenever needed
Note: Keep in mind, if you chose to use a template directly from the Community tab, the templates will not be saved to your Team templates. Make sure to follow the steps above to add templates to Team templates.
Team Templates
Team templates are your collection of intake and note templates. In here you will find any templates saved and created by you and your team.
Got to Templates in the left-hand side menu
You will be directly sent to Team Templates
Hover over the template needed and click Use template
Create New Templates
Go to Templates
Click + New Template
Make sure you are set as the Editor
You have tools and capabilities to make this template as personalized as you wish
Click Save template when done
Capturing client information with Templates
To gather client information, feel free to add any custom fields as needed from our form field menu and even include the template in a certain collection for easy recognition further on
Note: When they submit the information requested in the template, you will be able to find it automatically in their client profile.
Setting Default Intake Forms
We know intake forms are as important as scheduling the actual appointment, so here are a couple of steps on how to set default intake forms that will be sent every time an appointment is booked.
Got to Templates
Hover over the template
Direct your attention to the options that will appear on the right-hand side of the template
Select Set as intake default
You will now see the form included any time you book an appointment with a client
Send Templates
Once you have finished creating a template, you can send it to your client at any time by following these steps.
Go to Templates > Team templates
Hover over the template you want to send and click Use template
Add the client you want to send the template to and click Share
Select the client and make sure they are set as a Responder
Click Send and your client will receive an email that includes access to the template
