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, or you might want to create templates for different disciplines- the great news is, this is all possible in splose!

This help guide will cover:

Go to Settings, then progress note templates.
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Click + New template to create a new template.
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Name your template by typing where it says template title.
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You have access to the following when formatting:

The sticky toolbar has normal document editor options that you would expect such as undo / redo, font type and size etc etc.
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Use the command function by typing / to access additional options such as:

You have access to the following shortcuts in the progress note template editor:

Placeholders are a very powerful feature in progress note templates. They allow information from client details, practitioner details and more to be prepopulated for practitioners.

To use implement placeholders in a progress note template you can:

Placeholders can be included anywhere in a progress note, including in tables.

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.

Navigate to services.

​Edit a service and scroll down to "default progress note template".
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Select the progress note template to default for this service.
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This progress note will be preselected for practitioners when they add a progress note from that service. A practitioner can still choose a different progress note template if needed however.