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 clinic 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:


Create a consultation template

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 heading, then Add a question.

  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.


Edit a consultation template

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

  1. Go to the Consultation templates tab.

  2. Click Edit next to the template that you want to edit.

  3. Make the edits you want.

  4. Click Save.


Delete a consultation template

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

  1. Go to the Consultation templates tab.

  2. Click Edit next to the template that you want to delete.

  3. Select Delete at the top of the screen.

The template is deleted from your clinic.

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