A note template sets which sections the note has and in which order, and gives an instruction for each section. The template sits next to the note types you already have.

Create a template

  1. Go to Settings → Note templates, and choose New template.
  2. Start from scratch or from a ready-made structure, and add the headings the note should have.
  3. Save the template.

Describe each section

Write a short instruction for each section. An example: under a heading such as Plan, it could say "what you agreed, and when you will meet again".

You can also choose how the note is written, such as a bullet list, and how long it should be. Notes are written in Danish for now, so write headings and instructions in Danish.

For you or the whole clinic

A template at user level is yours alone. Save it at clinic level, and everyone in the clinic can use it and work from the same structure.

Use the template in the consultation

When you start a consultation, the template is in the list of note types. You read and approve the note as always.

Note types keep evolving

The examples here show how the feature works. Which note types and options you see depends on your profession and your package - Clinic BASIC, Clinic CORE or Clinic PRO - and we add new ones continuously.

Read more in the guide to choosing a note type. If you cannot find Note templates under Settings, get in touch.