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Set up progress note templates

Create progress note templates for all practitioners in your business

Updated over 10 months ago

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, 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:

  • How to create progress note templates

  • How to use placeholders

  • 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.

Click + New template to create a new template.

Name your template by typing where it says template title.


Formatting options

You have access to the following when formatting:

  • sticky toolbar

  • command function /

  • shortcuts

Sticky toolbar

The sticky toolbar has normal document editor options that you would expect such as undo / redo, font type and size etc etc.

Command function /

Use the command function by typing / to access additional options such as:

  • checklists

  • horizontal line

  • drop down

  • linear scale

  • signature

  • file attachment

  • date picker

  • multiple choice

  • yes / no

Shortcuts

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


Using placeholders

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:

  • type \

  • click the {} icon in the stick toolbar

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


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.

Navigate to services.


Edit a service and scroll down to "default progress note template".

Select the progress note template to default for this service.


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.

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