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How do I create a Note Template?
How do I create a Note Template?

A few quick steps on how to create note templates...

Brian Haltom avatar
Written by Brian Haltom
Updated over a week ago

Hey, pros!

In this article, we'll show you how to create note templates.

Notes is a powerful, HIPAA-compliant tool that allows you to write notes and administer protocols directly to your clients via the Heads Up web platform without using any third-party document software.

Creating notes is quite simple, but creating the same note more than once can be cumbersome; we have Note Templates for that.

Note Templates allow you to create a note once, save it as a template and use it repeatedly with multiple clients.

If you have any questions throughout this process, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we'd be happy to help.

We updated this article on April 1, 2022. If you see any discrepancies or anything that needs to be updated or edited, or if you just want to leave us some feedback, let us know.

The Video

The Written How-to

Please visit this link to open the app and trigger the flow to follow the in-app guide. Otherwise, follow the instructions below.

Creating a New Template

From the Clients page, click Notes & Templates in the left-hand menu, ensure you are on the Notes tab, click the Create Template on the Create New Template page:

Next: Add a Title (*required) for your template, and then under Categories, either add a new Category or select a pre-existing category from the dropdown, add the Section Title, add some content to the text field to activate the Save button. All templates must contain at least a Title and content in the text field. Once these 2 fields are populated, the Save button will become active:

Any protocols that you are currently using can be copied and pasted into the text editor and saved—no more need to use a third-party software, like Google Docs or DropBox.

The Text Field

The text field editor is fully customizable and user-friendly. It comes with all the amenities you'd expect from a modern text editor. In addition to the basics, you can create advanced, in-depth views using our easy-to-use table layouts.

Depending on the size of your screen, all extra text field options will appear under the ellipses (three dots) on the far right of the top menu:

Creating a New Section

At the very bottom, just below the text editor field, click Add Section. This will add a new section just above the Add Section button:

To change the position of the section, use the up/down arrows to the top right of the section field:

To delete a section, use the trash can icon in the very top right of the section field:

Once your template is set up to your liking and saved, it is ready to be used. For more information on creating notes from templates, please visit the article: How do I create a Note from a Note Template?

Previewing Your Template

In the top right, just to the left of Save, click Preview. This shows you exactly what your template will look like when shared with your team members and clients. From the preview view, you have the option to Continue Editing, Print, Save, or you can exit the preview using the X at the top right:

Sharing Your Template

To share your newly created Note Template with your team members, click the Share with Team button at the top of the Template page, or you can use the Team Access toggle located on the template when viewing the template list on the Templates tab view:

How to Edit, Duplicate and Delete a Template

When viewing the template list from the Templates tab view, you can Edit, Duplicate, or Delete a template using the icons sorted on the far right of the template:

Need Help?

If you have any questions, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app for further assistance.

Thank you!

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