How To: Create a Clinic Template

This guide walks you through creating custom templates for assessments, notes, clinic forms, and legal documents within Notenetic.

---

📍 1. Navigate to Document Templates

Go to More > Document Templates.
Click + Add Template to begin creating a new template.

---

📝 2. Choose the Template Type

Select the appropriate Template Type from the dropdown:

• Assessment

• Note

• Clinic Document

• Legal Document

---

✏️ 3. Name Your Template

Enter the name of your template in the Template field (e.g., Progress Note, Biopsychosocial, Treatment Plan Update).

---

🧩 4. Add Controls (Fields) to the Template

Use the Add New Control dropdown to choose which type of field you want to insert.

Each field has unique configuration options:

Available Field Types

• Paragraph – Add static/explanatory text.

• Text Box – Short answer field.

  • Option to set minimum characters

  • Optional “Required” toggle

• Text Area – Longer free-text field.

  • Option to set minimum characters

  • Optional “Required” toggle

• Radio Button – User can select one option.

• Checkbox – User can select multiple options.

• Dropdown List – Create a menu of selectable options.

• Signature Line – Adds a signature input field.

• Date Picker – Calendar-style date selector.

• Time Picker – Time selector tool.

• Text Editor – Rich text formatting capability.

• Heading – Adds a section header.

• Client e-Signature – Adds a checkbox allowing the client’s signature to attach to that template section when the client signs.

• Parent e-Signature – Same behavior as Client e-Signature, but for parent/guardian signatures.

---

💬 5. Configure Field Options

Depending on the control type, you may see options to:

• Add Field Hints (helpful instructions for staff)

• Enter default text in a Text Area

• Mark the field as Required

• Add or remove selectable choices

• Set character minimums

Click + Add Control to save each field to the template.

Repeat as needed to continue building the template.

---

👀 6. Preview Your Template

Click Preview Template on the right side to see how your template will display to staff and/or clients.

---

💾 7. Save or Exit

You’ll have three options at the bottom:

• Save/Update Template – Finalizes the template for immediate use.

• Save as Draft – Allows you to return later and finish building.

• Cancel – Exits without saving any unsaved changes.

⚠️ Note: Canceling will discard any unsaved work.

---