How to use notes and forms template or create new templates in Omnipractice

Unlock efficient client documentation in your practice by mastering the creation and editing of templates and forms using this platform. Follow this step-by-step guide to streamline your workflow and tailor your documentation exactly to your needs.

Step 1: Open the Templates Section

To get started, head to the Templates section in the sidebar. This is where you’ll access all templates for notes and forms.

Step 2: View Available Templates

Once inside, the platform displays the list of available templates. Browse through the catalog to find the notes and forms you wish to use or modify.

Step 3: Edit an Existing Note Template

Select any note you want to adjust. Open it for editing.

Step 4: Update Note Template Details

Change the template title so it fits your specific documentation needs. Next, preview the note layout to confirm it supports your workflow. If something doesn’t work, tweak or revert your changes before saving. Hit Save to apply your updates.

Step 5: Browse the Intake Library

Explore the intake library within the platform. Here, you’ll find various note & form templates you can use to share with the clients.

Step 6: Create a New Document Template

To build a custom form, select the option to create a new document. This gives you a blank slate for your unique form. Enter a clear and descriptive title for your new form, making it easy to identify among your documents.

Step 7: Choose a Question Type

Pick the question type (such as text, multiple choice, or checkbox) from the dropdown menu based on the information you want to collect.

Step 8: Configure Question Details

Adjust the details and settings for each question so every field captures exactly what you need.

Step 9: Preview the Form

Open the form preview to see how it appears to clients. Ensure everything is user-friendly and clear.

Step 11: Return to the Documents Dashboard

Finish up by heading back to the main documents dashboard. Here, you’ll find your new and updated forms ready for use.

Following these steps, you’re set to create and fine-tune templates and forms that streamline your client documentation. This approach ensures your documents are always tailored for your practice’s evolving needs.