Note Templates for Busy Wellness Professionals
October 26, 2023
Updated October 26, 2023
Documenting notes for your sessions is a must, and with Practice Better Note Templates, taking notes couldn’t be easier.
All Practice Better plans include note templates to streamline how you document client sessions in a fraction of the time. We wanted to highlight our Note Templates to ensure you’re not overlooking one of our most-loved features!
You likely want to spend less time charting and more time with clients and patients, so SOAP note templates, for example, can benefit you in various ways:
Using note templates as part of your practice will help structure your note-taking process, making it more efficient and organized. We’ve also included a robust text editor to assist in organizing different sections of your notes and making them more visually appealing for yourself and your clients if you’ll be sharing parts of your notes. More on this in a bit.
If you want a detailed video tutorial on using Note Templates in your practice, check out this three-part video series that will teach you how to add, edit, use, and share your notes for fast and easy charting.
Here’s the first video in the tutorial:
Practice Better provides you with pre-built templates that you can use ‘as is’ or edit and the option to create your own custom note templates. Check our initial consultation and follow-up session templates and SOAP, ADIME, and GROW note templates.
A unique feature of the note templates is the ability to add multiple text sections. This allows you to keep sections of your notes private while sharing only specific sections with clients.
For example, if you’re using a SOAP note template, you may want to keep the subjective, objective, and assessment sections private and share only the plan section with your client so they can reference it in the future. You can easily set this as a default in your SOAP note template so the plan section is always shared when you create a note from that template.
These text sections have rich formatting options, including images, videos, links, tables, lists, and even text snippets to save you from repeatedly re-treating the same information.
The information in a Client Record can be automatically pulled into your notes using placeholders in your note templates. This reduces redundant charting and helps maintain the client data’s accuracy.
Once you’ve created your template, creating notes for client sessions will be a breeze — giving you the confidence and the guidance you need to nail every consultation.
Learn more about creating and using Practice Better Note Templates to make note-taking and organizing quick and easy!
Practice Better is the complete practice management platform for nutritionists, dietitians, and wellness professionals.
Published December 19, 2023
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