> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Treatment Plan Templates

> Build clinic-wide treatment plan templates so every provider sends patients a consistent plan.

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](/modules/notes/treatment-plans).

## Create a Template

<Steps>
  <Step title="Open the page">
    Go to **Settings > Treatment Plan Templates** and click **New Template**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Write the plan">
    Type the plan text as you want patients to read it. Use **Insert placeholder** for anything that changes per patient.
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

## 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.

## 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.

<Info>
  **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](/modules/settings/permissions).
</Info>