Notes & Forms Templates (also referred to as “templates”), are electronic documents you format, design, and configure in CentralReach to standardize your organization’s electronic documentation of clients’ clinical information. You can create and configure templates with dynamic fields that automatically pull information from various CentralReach modules, helping employees expedite the note creation process.
Notes & Forms Templates main features:
- Template format is customizable based on your practice’s needs.
- Dynamic fields can be added to automatically fill out information in the form, based on the client the form is completed for, such as client name and contact information, Session and Learning Tree data, and appointment service details.
- Ability to create as many templates as needed for your organization and clients.
- Ability to use CentralReach’s system templates, or copy these templates to simplify the creation of new templates.
- Ability to add placeholders in a template for goals and data to be added manually when the form is completed.
- Ability to link templates to service codes, to require the note to always be completed when converting a timesheet with the service code.
To have access to create Notes & Forms Templates, you must have permission to manage Notes & Forms. Click here to learn more about Notes & Forms Permissions.
Click here to learn how to create a Note & Form Template.