You can now label your forms and filter the list by label, so the right form is quick to find in a long list. See Step 5 below, and Summer Release 2026 for the other changes to forms.
Want more room to type in a note? Any question can be set to show several lines instead of one. See Choosing a single-line or multi-line answer box below.
In Rehab Guru, you can create customised treatment note templates for your clients. You can either clone and modify existing sample forms or start from scratch to create your own. This guide will show you how to create, edit, and manage treatment note templates.
Step 1: Cloning and Editing a Sample Form
Navigate to Account>Content Management>Forms from the left menu bar.
Accessing the Forms section to create treatment note templates
Open the Sample Forms tab. Sample forms are grouped by category, such as Clinical Note Templates, and you can search them or click Preview to see a form's fields first. Choose a sample form, such as Review Appointment or SOAP notes, and click Clone. The cloned template appears on the My Forms tab.
Cloning a sample form to use as a treatment note template
To edit the template, click the pencil (Edit) icon in its row on the My Forms tab. This will open the template for customisation.
Editing the cloned treatment note template
You will see different sections within the form, such as Subjective Examination. Each section contains prompts or questions that you can modify.
Viewing the different sections within the treatment note template
Step 2: Customising Prompts and Sections
You can change the Name of any prompt, tick Required to make it required, or change its field type from the drop-down beside it (for example Text, Paragraph, Single-choice, Multi-choice, Date, File, Body Chart or Signature).
Customising a prompt by changing its name, field type, and required status
Choosing a single-line or multi-line answer box
The field type decides how much room you get when you write in that question:
Text gives a single-line box. Longer answers stay on one line and scroll sideways, so only part of what you have written is visible while you type.
Paragraph gives a larger box that wraps onto several lines. You can also drag its bottom-right corner to make it taller while you write.
Use Paragraph for any question where you write more than a few words, such as the presenting complaint, history, assessment findings or plan. It also makes notes drafted with RGai easier to read back and check.
To change a question from one line to several:
Open the template for editing (pencil icon on the My Forms tab).
Find the question and open the field type drop-down beside it. A single-line question shows Text.
Choose Paragraph.
Repeat for any other questions you want to expand, then click Save.
Changing a question's field type from Text to Paragraph
The field type is set separately for each question in each template. There is no single setting that switches every question at once, so check each template you use for notes. Notes you start after saving the template use the new field type. Notes you have already started, including drafts, keep the box they were created with.
To reorder prompts, use the arrows or duplicate a prompt if you need to use a similar question multiple times.
Reordering or duplicating prompts in the template
You can also delete individual prompts or entire sections if they are not needed.
Deleting prompts or sections from the treatment note template
If needed, you can duplicate entire sections to create a similar format with different content.
Duplicating sections for reuse in the treatment note template
Step 3: Saving and Using the Template
Once you are satisfied with the template, click Save at the bottom of the editor (it appears as soon as you make a change). The template will be available on the My Forms tab.
Saving the template and accessing it in the saved templates list
To use the template, go to the Clients page, select a client, open Treatment notes and click Create note. From the drop-down list, select the form you created.
Selecting a saved treatment note template to use for a client
Step 4: Creating a New Template from Scratch
If you prefer to create a new treatment note template from scratch, click Add Template on the My Forms tab.
Creating a new treatment note template from scratch
Enter a Template Name and a Section Name. Begin adding prompts by clicking + Add question and choosing the appropriate file type for each.
Continue to build the template by adding more sections, duplicating sections if needed, and customising the prompts.
Once you are happy with the template, click Save, and it will be available on the My Forms tab for use.
Step 5: Labelling and Filtering Your Forms
Labels group your forms by purpose, for example clinical, feedback or marketing, so you can filter a long list down to the forms you need.
On the My Forms tab, tick the box beside each form you want to label.
Click Labels. The Apply labels panel opens.
To create a new label, type it into New label name and click Add.
Tick a label to add it to every selected form, or untick it to remove it, then click Apply.
Applying a label to the selected forms
A label you tick is added to every form you have selected, so check which forms are ticked before you click Apply.
To filter the list, click Filter by label and choose one or more labels. Only forms with those labels are shown.
Click Clear to show all your forms again.
To find a form by name instead, type into Search forms.
Filtering your forms by label
To rename or delete a label, click Labels without ticking any forms, then use the pencil or bin icon beside the label.
Correspondence templates have the same Labels button and Filter by label option, under Account>Content Management>Correspondence Templates.
Final Steps
By following these steps, you can create customised treatment note templates in Rehab Guru, tailored to your specific needs. These templates will streamline the note-taking process and ensure consistency across your clients' treatment records.
Frequently asked questions
Why does a question in my treatment note only show one line while I type?
That question's field type is set to Text, which is a single-line box. Edit the template, change the question's field type to Paragraph and click Save. You then get a larger box that wraps onto several lines. See Choosing a single-line or multi-line answer box.
Can I make every question in all my templates multi-line in one go?
Not at the moment. The field type is set per question, so change each question you write in to Paragraph, template by template.
Does changing a field type update notes I have already written?
No. Notes that already exist, including drafts, keep the box they were created with. Only notes you start after saving the template use the new field type.
Can I make the answer box bigger while I am writing?
Yes, for Paragraph questions. Drag the bottom-right corner of the box down to make it taller. You can also hide the menu bar and previous notes panel with the arrows on the note screen to give yourself more room.