Every document your practice sends or fills in starts as a template. Open Settings → Template Library (in the Client Care group of Settings).
What is in the library
Templates are grouped into Scored measures, Intake forms, Progress notes, Consent forms and Other documents; the tabs at the top filter the list and show counts, and the search box finds a template by name. Each section is a table: Available, the name (with a Default tag when the template is in your default intake package, and a note when it requires a signature or has a public link), then fields, estimated time, version, usage (how many were sent and the completion rate) and when it was last edited. Clicking the name opens a preview; clicking the version opens its history; clicking the usage opens Shareable Documents filtered to that template.
Available or not
The Available switch on each row decides whether the template is offered when sending. Switch off old or one-off templates to keep them out of the way without deleting them: they stay in the library, dimmed, but no longer appear in Send to patient, Send documents, the default intake package, the AI's after-booking package, or the website form picker. New templates start available.
Add a template
- Browse pre-built adds ready-made templates (standard intake, consents, and scored measures such as symptom questionnaires) to your library.
- Build new template opens the form builder. Drag fields from the palette: Short Text, Long Text, Email, Phone, Date, Dropdown, Multi-Select, Radio Buttons, Checkbox, Signature, File Upload, and layout elements (Heading, Paragraph). Click Save Template when done.
Each row has Edit and Send (Send is hidden while the template is unavailable), and More: Preview, Public link, Duplicate, Version history, Delete.
Edit, versions and restore
Editing a template that has never been completed simply changes it. Once a template has at least one completed submission, an edit that changes its structure creates a new version: the old one is kept, and every past submission stays attached to the exact form it answered. Version history lists each version with its field and submission counts and a Restore button on older ones; restoring creates a new current version from that snapshot.
Duplicate and delete
Duplicate creates "name (Copy)" with statistics reset, outside the default package and without triggers, for a variant you want to keep alongside the original. Delete asks you to confirm and then removes the template from the library; completed records that used it are preserved.
Public links
For a form that anyone should be able to fill in without a portal login, open Public link on the template, switch it on, and copy the address (it lives on your booking site). The modal shows how many submissions arrived through the link, and Regenerate link replaces it, which stops the old address working.
Sending
Send to patient on a row (Send) sends that one form by SMS, email or a copied link; the link expires after seven days and a resend issues a fresh one. To send several documents in one message and track them together, use Send documents on the client's profile: see Send documents to a client. The default intake package, and the switch that lets the AI send it automatically, live in Settings → Shareable Documents.
Document format
At the bottom of the page, Document format sets what prints on notes and completed forms downloaded from the current location: Include practice logo, Footer information (up to 3 lines; blank prints your NPI and TIN), and the Pre-licensed clinician document format switch with the supervisor line's wording for notes written by associates and interns. A preview shows the footer as it will print. Click Save after changing it. See Notes due and co-signatures for the placeholders.
Notes compliance settings
The clinical-note settings for the current location now live on their own page at Settings → Clinical Settings, also in the Client Care group: Note reminders, Nudge the provider after, Remind supervisors every, and the AI progress notes switches (Draft notes with AI and Live note-taking during visits, Pro and above). See Notes due and co-signatures and AI progress notes.