How to Include Evidence-Based Practice (EBP) Codes in a Document Template

Use this setup to include EBP tracking codes on specific document templates for proper documentation and reporting.

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Steps to Enable EBP Codes on a Template

1. Go to More from the main menu

2. Select Document Templates

3. Locate the template you need to update

4. Scroll to the far right and click the gear icon to edit the template settings

5. In the settings modal, toggle on "Show EBP Codes"

6. Click Update/Save to apply changes

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Tip: Once enabled, staff will see a section within the document to select the appropriate EBP code when completing the template.

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