Consultation note templates give clinicians a set of questions to ask their patients during an appointment. You can create different templates for the different types of appointment your practice offers.

Note: To create, edit, and delete consultation note templates, you must have a role assigned to you that gives you editing permissions for Consultation templates. For more information on roles, see here.

In this article:

You can create a consultation template from the Settings page:

1. Go to the Consultation templates tab.

2. Click New in the top right-hand corner.

3. Give the template a name.

4. Click Add a section.

5. Give the section a name, then Add a question.

You will be able to mark questions as "Required" while building your template, this means that when the template is being used, it will not be able to be saved unless these particular "Required" questions are answered.

6. Fill out the template with as many sections and questions as you want.

7. Click Save in the top right-hand corner.

The template appears in the Consultation templates tab. When you make a new consultation note, you will now have the option to select it from the type box:

For more information on how to use templates, see here.

You can edit a consultation template at any time from the Settings page:

1. Go to the Consultation templates tab.

2. Click the more options icon next to the template that you want to edit.

3. Select Edit.

4. Make the edits you want.

5. Click Save.

You can delete a consultation template at any time from the Settings page:

1. Go to the Consultation templates tab.

2. Click the more options icon next to the template that you want to delete.

3. Select Delete.

4. Confirm the deletion.

The template is deleted from your practice.