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Progress Note Template Placeholders

Placeholders allow client details, practitioner details and more to be pre populated in progress notes for practitioners

Updated over 2 weeks ago

Placeholders allow you streamline your progress note workflow when using templates.

They allow information from client details, practitioner details, and more to be pre-populated for practitioners.


How-to

Use placeholders in a progress note template

To use placeholders in a progress note template you can:

  • type \

  • click the {} icon in the stick toolbar


When a practitioner loads a progress note that has placeholders, the information will be pre-populated for them.
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Any fields that do not have any data to populate will show something like:

  • [No date of birth specified]; or

  • [No value]

When using placeholders, practitioners should be mindful of reviewing and editing their progress notes for fields with no data.

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