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How to use the Template Library

How to use the Template Library

The Template Library contains dozens of pre-made templates that were created to help streamline your documentation process. The templates are organized into three categories: Progress Notes, Intake Forms, and Assessments.

Tip: We're constantly adding new templates to the library, so be sure to check back frequently. This guide lists all of our currently available pre-made templates: Progress Notes, Intake Forms, and Assessments templates in our Template Library


Accessing the Template Library

Note: The full version of this feature is only available with the Professional Plan. Learn more about SimplePractice's pricing and plans.

Here's how to access the Template Library in your account:

  • Go to Settings > Notes and Forms.
  • Navigate to the Template Library tab.
  • You can then choose to filter the templates by profession or specialty using the drop-down menu, preview an existing template, or +Add an existing template to your My Notes and Forms section.

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If you choose to +Add the existing template to your My Notes and Forms section, you'll see the template added to that tab. There, you can choose whether or not to customize it to meet your practice’s needs.

If you decide that you'd like to make changes, you have the option to do the following: 

  • Edit a question
  • Move a question
  • Require a question
  • Delete a question

Release of Information (ROI) templates

The Template Library also includes Release of Information (ROI) templates. These templates will need to be updated to reflect your practice details and align with your state's specific requirements.

Note: For more information about how to customize notes and forms, see this guide: My Notes and Forms: Creating customized client intake and progress note templates.

 

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