How to Create a Session Note Template
1. Go to client profile
2. Click on ‘session notes’ button.
3. In the session notes section, type out the template you would like to save as a template
4. Once completed select the "Save as Template" button.
5. Enter the name for your template and then select "save"
Viewing Existing Templates:
1. Navigate to the "My Organization" tab and select "Session Note Templates"
This will provide you with a list of your existing templates that you are able to edit or delete.