How to create a case note template and write a case note

I will guide you through the process of creating case note templates and writing case notes for your clients. As a super user, you have the ability to create templates and assign them to individual clients or groups. You can also choose who can access these templates, whether it's all practitioners or selected ones. I will show you how to toggle headings, make them mandatory, and edit them. Additionally, I will demonstrate how to link case notes to appointments and add various types of information such as multiple choices, pictures, and tables. Finally, I will walk you through the steps of writing a case note using a template and provide tips for customization. Remember to save your notes and utilise the auto-save feature. By the end of this video, you will have a clear understanding of how to efficiently write case notes and utilise templates for better organization and communication.

Jump to 3 minutes 45 seconds to go straight to how to write case notes from the client profile. Since recording this video we have added additional permissions to case notes - click link to learn more