You can improve your team's workflow by assigning a default progress note template to a service for use with appointments.

To do this, head to Settings, then Services and and select the service which you want to assign a progress note template to. Then, scroll to the Default progress note template. Select a template from the drop-down, then save the settings.

Now, whenever you add a note to an appointment linked to that service, Splose will automatically select the progress note template for you, saving you from searching for a template every time.

For example, if you have a standard physiotherapy appointment, and you want to add a progress note, you would click Add progress note from the appointment details modal.

Upon loading the new note, you will see that the template has already selected.

If you assign default templates for other services, you can help speed up your team's workflow and reduce any potential errors by having templates automatically selected.

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