Introduction

You can create progress note templates for services you offer at your business. You may have a template designed for initial consultations and then one for standard consultations. You might wish to create templates for different disciplines. the great news is, this is all possible in Splose!

This help guide will cover:

  • How to create various sections with different questions

  • How to create notes from more than 10 question types

  • Use body charts from our templates and your own templates

  • Include default answers for short answers and paragraph text

  • Add a progress note for a client

  • Download notes as a PDF


Create a progress note template

Go to Settings, then progress note templates.

When you join Splose, we create a default template for you so that you can get an idea of what they look like, and decide to add on to the template or create a new one, which you can do by clicking New template.

Now, you can create a name for your template and start to add sections and questions. Give each section a name to help you and other members identify the purpose of the associated questions.


Add questions to sections

Once you have created at least one section, you'll want to add questions that need to be answered in your progress notes.

Below are all the question types you can select from when creating your progress note template, and all questions must include a title.

Short answer

This allows you to enter information as plain text into a small input box. You can include a default answer here too.

Paragraph

This allows you to enter information as plain text into a large input box. You can include a default answer here too.

Yes/No

A simple yes or no option to the question you ask clients.

Multiple choice

Add as many possible response options as necessary displayed all at once, with one possible answer.

Checkboxes

Add as many possible response options as necessary displayed all at once, with multiple possible answers.

Add as many possible response options as necessary with a dropdown list with one single response as an answer.

Linear scale

A slidable line with different points which can be used as a pain scale to slide from 1 to 5, or 1 to 10 to indicate the level of pain experienced.

File upload

Upload a document or image up to 5MB in size. Uploaded files will be stored directly in the client's files.

Signature

You can include a signature option to sign notes or include your practitioner signature.

Body chart

Use the included body chart templates, or upload your own body chart templates. Draw with different colours, add text, zoom in, zoom out and more!

Date

Include an option to select a date from a date picker.


Additional features

Drag and drop questions

One of the awesome features of our progress note templates is that you can drag and drop questions to rearrange the order.

Duplicate questions

Save time by quickly duplicating a question.

Confirmation when deleting a question

There is no chance of accidentally deleting a question with our confirmation check.

Duplicate templates

Quickly duplicate a progress note template for another service.


Assign a default note template to services

To make note writing easier, you can assign a default progress note template to services so that a particular template is selected for different services from appointments.


Add progress notes for clients

Now that you have set up your progress note template, you can add progress notes for clients.

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