Getting started with templates helps you streamline your documentation by using ready-made or custom forms that fit your workflow. This lets you create intake forms and other records quickly and consistently, saving time and keeping you organized.
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.
Go 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.
Click on the template to preview or directly get to work by clicking Use template.
Note: Keep in mind, if you choose to use a template directly from the Community tab, the templates will not be saved to your workspace templates.
How to save a template to your workspace
After selecting a template from the Community templates, click Preview.
Select Copy to workspace from the options to your left.
You will now have that template in your templates, available to use whenever needed.
Use workspace templates
Team templates are your collection of intake and note templates. In here, you will find templates you and your team have created and saved.
Go to Templates in the left-hand side menu.
You will be directly sent to Templates.
Click the template needed or locate the template in your folder and click Use template.
Create new templates
Go to Templates.
Click + New Template.
Make sure you are set as the Editor.
You have the 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: Once they submit the requested information 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.
Go to Template.
Click 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.
Click 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.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.