How to create a case note template

In this video, I will show you how to create case note templates for your service. As a super user, you have the ability to create templates for your service, including consent forms and surveys. I will guide you through the process of creating a case note template, assigning it to individual clients, and determining who can access it. I will also demonstrate how to customise the template by adding fields and options. Additionally, I will show you how practitioners can use the template to write case notes, insert data, and update information. By following these steps, you can efficiently create and manage case notes in your service.