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
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.
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.