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How to access forms form the template library to use directly when documenting in a client file

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  • Ruth

    Hi Bethany, if you've added the Treatment Plan and Goals Note to Settings > Notes & Forms, you probably added it as a Progress Note Template. If you want to add it to an appointment, create a Progress Note for that appointment and then use the dropdown menu to select the Treatment Plan and Goals Note Template option. If you don't want to add your template as a Progress Note, you'll want to add it as an Assessment, but first you'll need to change your Template Type from Progress Note to Assessment. To do this, go back to Settings > Notes & Forms, click on the Treatment Plan and Goals Note and use the dropdown menu to change the Template Type to Assessment. Afterwards, go to the client's Overview page > New > Assessment and select the Treatment Plan and Goals Note Assessment from the dropdown menu of Assessments at the top of the page. 

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