Every document your practice sends or fills in starts as a template. Open Settings → Documentation → Template Library (also reachable from the Settings menu under Client Care).
What is in the library
Templates are grouped into Scored measures, Intake forms, Progress notes, Consent forms and Other documents; the pills at the top filter the list and show counts, and the search box finds a template by name. Each row shows the name, a DEFAULT tag when the template is in your default intake package, whether it has a public link or a signature field, and the numbers: fields, estimated minutes, version, how many were sent, the completion rate, and when it was last edited. Clicking the version opens its history; clicking the sent count opens Shareable Documents filtered to that template.
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.
Hover a row for the quick actions, or open its ⋮ menu: Preview, Send to patient, Public link, Edit, 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 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 under Shareable Documents on the same Documentation menu.
Clinical note settings
The card at the bottom of the page holds two timers for clinical notes: how many hours after a visit to nudge the provider about an unsigned note, and every how many days to remind supervisors about co-signatures. See Notes due and co-signatures.