Note templates

Build custom treatment note layouts beyond SOAP, Session or General Notes, and set a default so consultations open ready to go.

Note templates CliniForm
Note templates
Illustrated preview of Note templates.

Walkthrough

  1. Open Settings → Note templates.
  2. Create a new template and add the sections and questions your practice needs.
  3. Optionally set it as the default note type so new consultations open with that layout.
  4. Open a consultation or treatment note — your preferred fields are ready to use.
  5. Edit or duplicate templates as practitioners refine how they document visits.

Tips

  • Different practitioners can still pick another note type per visit — the default only speeds the common path.
  • Keep templates short. Extra unused fields slow every note.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Consultations Clinical sessions linked to clients — notes, forms, photos and treatment history in one place. Practice settings Branding, team, reminders, client portal and AI preferences for your organisation. Treatment notes Write structured SOAP or custom review notes, attach body maps, photos and voice recordings, and keep everything on the client record.