To create a custom Note & Form Template:
- Navigate to the Dashboard module and select Home
- Click My Profile and select the Settings tab
- Click Notes & Forms Templates*
- Click + NEW TEMPLATE on the top right corner
- Left-hand side panel:
- Template Title: click the pencil icon next to Untitled Template to configure the new template title. There are two types of titles that can be configured:
- Create Title: enter a standard and static template title. If selected, this will be the title used for all forms created using this template
- Create Dynamic Title: create a title that automatically pulls information from CentralReach into the form title, when the template is used. To create a dynamic title:
- Enter the main title of the form (E.g. Client Session Summary)
- Select all the dynamic fields you want to add to the title from the drop-downs:
- Client : click to select and use client information as part of the form title, based on the client the form is filled out for – first name, last name, full name, client id and/or client creation date (date when the form is filled out). This client information is pulled from the Contacts module.
- Provider : click to select and use provider information as part of the form title, based on the provider that fills out the form – first name, last name, full name and/or provider Id. This provider information is pulled from the Contacts module.
- Service : click to select and use the service date of when the service was provided as part of the form title when the form is filled out. This service information is pulled from the appointment in the Scheduling module. Please note, if you are not using the Scheduling module, the information cannot be automatically pulled to the template. If adding service dynamic fields to the title, the template can only be used when converting a client’s appointment to a timesheet.
- Click Continue

2. Header: customize the template header and complete the Header panel on the left-hand side:
- Section is Required: check if there is information in the header that must be completed by the user completing the form
- Add Header to All Pages: check to display the header on all the pages of the form
- Add a Bottom Border to Header: check to add a border line underneath the header

3. New Section: click to add a new section to the template and complete the Section Name panel on the left-hand side:
- Section Name: enter the name of the section
- Section is Required: check to make this a required section when the form is filled out
- Add a page break after this section: check to format the template so the next section, if any, continues on the next page

4. Footer: click to add and customize the template footer and complete the Footer panel on the left-hand side:
- Section is Required: check if there is information in the footer that must be completed by the user completing the form
- Add a Top Border to Footer: check to add a border line on top of the footer
- Page Number Location: click the drop-down to select where to place the page number on the form footer
5. Click Template Options:
- Note Template Labels: select and assign labels to the template created, to easily sort and find the template amongst all your templates
- File Labels: select labels to be automatically assigned to forms created using this template, so they are labeled in the Files module once created and saved
- File Classification: select how to automatically classify the forms created using this template, as per your Document Management categorization
- Make this template a form: checkmark to lockdown the template so that it cannot be modified when it is filled out
- Copy Template: make a duplicate copy of the template for you to edit and create another template for your organization
- Please note, the user must have “client-admin” access over the owner of the note.
- Delete Template: delete the template. If deleted, the template cannot be recuperated
- Close Options: close Template Options

6. Click Add New Section:
- Create Header: same as step 2 above. Click to customize the template header
- Import Existing: import an existing template to be used as a benchmark to be edited and create a new template using sections and information already included in another template
- New Section: add more sections to your template. When more sections are added, they will be displayed underneath the section title on top of the panel. When clicked, you will be able to customize the section name and details as defined in step 3 above
- Create Footer: same as step 4 above. Click to add and customize the template footer

7. Configuring a Section: customize the information and the format that will be included in each section of the template using the toolbar menu displayed on the center of the screen, which includes the following options:
- Client : click to select from drop-down, the client information you want to dynamically include when the form is being filled out for a client. This client information will be pulled directly from the Contacts module.
- Provider : click to select from the drop-down, the provider information you want to dynamically include in the form, based on the provider filling out the form. The provider information will be pulled directly from the Contacts module.
- Service : click to select from the drop-down, service information as per the client’s appointment. The service information is pulled from the appointment in the Scheduling module. If used, the template will only be able to be used when converting a client’s appointment to a timesheet.
- Click here to learn more about the Service drop-down options.
- Payor : click to select from the drop-down, the payor information you want to dynamically include in the form when the form is filled out for a client. The client payor information will be pulled directly from the Contacts module.
- Form Fields : click to select from the drop-down, formatting options for the fields that need to be completed when the form is being filled out – checkboxes, text areas, drop-downs, signature field, time, date, etc.
- Learn : click to select from the drop-down, information to be automatically pulled from the client’s Session and Learning Tree to complete a progress report or a session summary, or to create a template with placeholders for goals and data to be added directly in the form by the user creating it.
- Click here to learn more about the Learn drop-down options.
- Table : click to insert tables in the template. Table formatting options will be similar to the functions available in Excel – merge, delete, highlight columns or rows, enter text, etc.
- Click here to learn more about table options.
- Formatting toolbar options: click to format fonts, colors, font size, text alignment, add bullets, add images, etc.

8. Click Save this Note: to save the template
*To have access to Notes & Forms Template in your profile, you must have the permission (Notes Templates > Manage) enabled.
Click here to learn about Notes & Forms permissions.