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Creating a note template

Note templates are an exceptional way to develop your own prompts for progress notes as well as in-office assessments. Rather than typing out a progress note into a blank field, you can create a customized template.

Topic covered in this article:


Customizing your note templates

Here's how to customize your note templates:

  1. Log into your SimplePractice account.
  2. Click My Account > Settings > Notes and Forms.
  3. Select Create New Template and then select for Progress Notes.
  4. Click Add Question to begin adding fields to your template.

Question types

SimplePractice offers several types of questions to choose from. The following table provides details about each question type:

Question Types

Description

 Long Answer

Use this question type for more open-ended questions that may result in responses of a few sentences or paragraphs.

 Short Answer

This question type gives clients a single-line text input area for shorter responses.

 Single Choice
(Radio Buttons)

This type is used for questions that allow only one response.

 Multiple Choice   (Checkboxes)

This question type allows clients to select more than one response.

 Dropdown

Dropdown questions are used for single-select questions, similar to the Single Choice (Radio Buttons) question type. The primary difference is that the Dropdown question type takes up much less space.

 Date Field

This question type gives clients a date picker calendar to select a date.


Texts & Dividers

SimplePractice also provides you with the option to add form elements. There are three form elements to choose from:

  • Paragraph Text
  • Section Header
  • Section Break

The following table provides details about each form element:

Text & Dividers Description
 Paragraph Text This form element gives you the ability to add instructions for clients.
 Section Header

This form element gives you the ability to create bolded section headers for your custom note or form

 Section Break This form element lets you add a line to divide different sections of your custom note or form.

Writing notes with your templates

Your note templates are found in the Progress Note field for every client session. Here's how to use your template in a session note:

  1. Click the Note icon on the event on the calendar, or
  2. Click Add Progress Note from a client's chart.
  3. Navigate to the Session Detail page.

Note: This help center article provides more detail on how to create custom note templates. 


Quick Start Table of Contents

0.1 Set Up Practice Settings
0.2 Import Your Client List
0.3: Accepting Credit Cards
0.4 Send a Client Intake
0.5: Create a Note Template

 

 

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