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:
- Log into your SimplePractice account.
- Click My Account > Settings > Notes and Forms.
- Select Create New Template and then select for Progress Notes.
- Click Add Question to begin adding fields to your template.
SimplePractice offers several types of questions to choose from. The following table provides details about each question type:
Use this question type for more open-ended questions that may result in responses of a few sentences or paragraphs.
This question type gives clients a single-line text input area for shorter responses.
| Single Choice
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 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.
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.|
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:
- Click the Note icon on the event on the calendar, or
- Click Add Progress Note from a client's chart.
- 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