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How do I customize the note template?
How do I customize the note template?
Marisha avatar
Written by Marisha
Updated over a week ago

If you'd like to edit your note template, all you have to do is click the "Manage Note Template" in the planner (see below) OR click this link.

We suggest clicking on the Instructions button to look over the various options available to you when editing your note template.

Here's an example of how to update the template if you want to add your Therapy Plan to your note.

If the template is a little overwhelming, click the chat button and send us an example of your "ideal note." We'd love to plug it in for you!

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