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Treatment plan templates standardize the plans providers send to patients. Write the wording once, attach it to a note template, and every plan generated from that kind of note starts from the same text with the patient’s own details filled in. Templates are created here and nowhere else — a provider can’t save a one-off plan as a template from a note. Once a template exists, providers reach it from the note’s actions menu, either automatically or by picking it under From template. See Treatment Plans.

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Create a Template

1

Open the page

Go to Settings > Treatment Plan Templates and click New Template.
2

Name it and pick a note template

Enter a Template name. Then choose which note template it applies to. When a provider generates a plan from a note built on that template, this plan template is applied automatically. Leave it on No note template if you’d rather providers pick the template by hand.
3

Write the plan

Type the plan text as you want patients to read it. Use Insert placeholder for anything that changes per patient.
4

Save

Click Save.

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Placeholders

Insert placeholder drops a field into the text that fills in when the plan is generated. The menu offers:
  • Every field on the attached note template — listed by question label, so a plan can pull the provider’s own findings straight out of the note.
  • Patient first name and Patient full name
  • Clinic name and Clinic phone
  • Patient portal link and Payment link
Note fields only appear once you’ve attached a note template, and the list changes if you switch to a different one.

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Manage Templates

The table lists each template with its Name, the note template it Applies to, and when it was Created. Click any row to edit it. To remove a template, open it and click Delete — plans already sent to patients are not affected.
Permissions: View Treatment Plan Templates lets a user open this page. Manage Treatment Plan Templates is required to create, edit, or delete. See Roles and Permissions.