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Add Last Visit Note to Template

How to add last visit note to current visit note

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a month ago

Templates allow you to populate text and dynamic data into interactions in Clinical. Once a template is created, you can generate a chart note with dynamic information, populate saved text into an email, or even send a patient a text message with populated information. Visit Using Templates to put your templates to use.

  • To create a new template in Clinical, open the Settings page in Clinical by clicking the gear icon.

  • Next, click 'Templates'

  • Click on "+ New Template"

  • Build your template using the panel on the right side of the page and add 'Last Visit Note'

  • When you have added all desired information to the template, click Save

Follow the instructions here to use your new template

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