Note Templates

Note Templates

Templates help you standardize your clinical documentation and save time when writing session notes. Stillpoint includes a built-in SOAP template and lets you create custom templates for your specific practice needs.

Built-in Templates

• SOAP Note -- The standard Subjective, Objective, Assessment, Plan format
• Free-form -- A blank note with no predefined structure

Creating a Custom Template

1. Navigate to Note Templates
2. Click New Template
3. Give your template a name (e.g., "Initial Intake", "Progress Note")
4. Define the sections you want to include:
   • Add section headings
   • Include placeholder text or prompts for each section
   • Arrange sections in your preferred order
5. Click Save Template

Using a Template

When creating a new clinical note, you'll be prompted to choose a template. The template pre-fills the note structure so you can focus on documenting the session rather than formatting.

Managing Templates

• Edit any custom template from the Note Templates list
• Duplicate a template to create a variation without starting from scratch
• Delete templates you no longer need (existing notes using that template are not affected)

Tips

• Create templates for different session types (initial consultation, follow-up, discharge)
• Include prompts within sections to remind yourself what to document
• Templates are shared across all practitioners in your practice