This article explains how to create and manage reusable note templates within the Pear Suite Platform. By defining specific fields such as "Case Manager Name" or “Visit Summary” administrators can ensure that documentation remains consistent across the entire organization. 

Step 1 – Access the note templates section

1. Navigate to the green sidebar on the left-hand side of your dashboard
2. Locate and select the Templates icon
3. Click on the Notes tab at the top of the Templates page to view your organization's existing note structures

Step 2 – Initiate a new note template

1. Review the list of current templates to ensure a similar one does not already exist
2. Click the + Add Note Template button located in the upper right-hand corner of the screen

Step 3 – Configure template details and fields

1. Enter a clear and descriptive Title for your template (e.g., "SOAP Note" or "Monthly Progress Report")
2. Click the + Add Field button to begin building the structure of your note
3. Enter a Field Label for each section staff will be required to fill out
   • Examples of common labels include "Case Manager Name," "Visit Type," or "Summary of Interaction"
4. Repeat this process until all necessary data points for the note are defined

Step 4 – Save and deploy the template

1. Review the field labels for accuracy and visual order
2. Click the Create button at the bottom of the pop-up window to finalize the template
3. Confirm that the new template is now visible in the Notes list
4. The template is now available for all users in your organization to select when adding a note directly from a member profile or during a live activity