Creating a Note Template (Organization-Wide)

If your team has a specific way of writing notes—for example, including fields like “Case Manager Name,” “Visit Type,” or “Summary of Interaction”—you can create a reusable note template for everyone in your organization.

To do this, go to the Templates section using the green sidebar on the left, and then click on the “Notes” tab.

From there:

• Click “+ Add Note Template.”
• Give your template a title.
• Add labeled text fields such as “Case Manager Name” or “Visit Notes.” These are the fields that staff will see and fill in when they select this template.
• Save the template.

Once created, the note template will be available to everyone in your organization. Staff can use it during an activity or when adding a note directly from a member profile. This helps keep documentation consistent and saves time.

Creating a Member-Specific Note Template

Sometimes, you may want to create a note template that’s specific to just one member. You can do this from within that member’s profile by clicking “+ Add Note”, then selecting “Create Template.”

IMP Note: This type of note template will only be available for that one member. It won’t show up when working with other members, and other team members won’t be able to use it across the organization.

If you’re not sure whether a note template already exists or want help setting one up, your Customer Success Manager is always available to assist you.