Home > Help Articles > How to Create your own Templates for Intake and Progress notes
Notes & Transcripts • 2023-09-03
Mentalyc's template builder is a powerful tool that allows therapists to create customized progress and intake note templates. In this guide, we'll walk you through the steps to make the most of this innovative feature for efficient and personalized documentation.
These are the settings that will impact your note template.
Click the 'Create New Template' button.
or use your existing template a. Click on the icon label 'a' in the diagram below to Duplicate your template b. If you mistakenly created a template or no longer need it, you can easily delete it by clicking on the icon label 'b' icon as shown in the diagram below.
Click 'Save as New' to save your template, or if you're making adjustments to your template, click 'Save'.
That's it! You're all set to start using your newly created template.
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