Treatment Templates
Therapist Notes: Accessing Treatment Templates
Manage Templates: Where to go?
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
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
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
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.
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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