Treatment Templates

Treatment Templates

Therapist Notes: Accessing Treatment Templates

      1. Navigate to the Charges/Treatment tab
      2. Click Load Template under treatments
Template menu will display
      1. Select Template
      2.Select Entries (click the top check box to select/deselect all entries)
      3. Insert Entries

Manage Templates: Where to go?

      1. Users will be able to manage their treatment templates under Documentation-> Templates


Editing or Creating a Treatment Template
      1. Select the Treatment template type
      2. Create a new template name and select the "description" to build entries
      3. Click in the empty space to type entries.

My List: Setting up Template Options for Individual Users

      1. Select Goals
      2. Check mark "My List" and create entries as normal for individual user
      *Super users cannot assign templates to individual users, templates will need to be created using the specified account.

Therapist Notes: Accessing "My List" Templates

      1. When clicking on "Load Template" the User will need to select "My List" on the bottom left
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