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Assign a default progress note template to a service
Assign a default progress note template to a service

Speed up your note creation by assigning a default template in service settings.

Updated over 2 years ago

You can have a progress note templated pre-selected when creating a note by assigning a default progress note template. Go to Settings, then Services and select a service. Then, scroll to the Default progress note template. Select a template from the drop-down, then save the settings.

The progress note template will be selected when creating a note.

For example, if you have a standard Physiotherapy appointment, you can click Add progress note from the appointment details modal and the progress note template will be selected.

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