Features
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Templates

Build once.
Reuse everywhere.

Standardize intake forms, session notes, and follow-ups across every practitioner, and save hours every week with professionally-made templates for your practice.

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Templates for your entire team

Access templates built for therapists, nutritionists, health coaches, and integrative medicine practitioners. Every discipline, one library.

Duplicating a form and adding discipline specific sections
Creating a conditional flow
Adding custom sections to form

Standardized intake forms

Every new client starts with the same comprehensive intake process, regardless of which provider they see first.

Design once, deploy everywhere

Create a master intake template, then add discipline-specific sections (therapy questions, nutrition assessment, coaching goals).

Duplicating a form and adding discipline specific sections

Keep consistency, allow flexibility

Use conditional logic to show or hide sections based on service type or provider discipline.

Duplicating a form and adding discipline specific sections

Capture complete history

Include sections for medical history, lifestyle, and health goals so your whole team has the full context.

Adding custom sections to form
SOAP and ADIME note templates

Session note templates

Give every provider the structure they need while ensuring your practice maintains consistent clinical standards.

Choose your format

Use SOAP, ADIME, GROW, or other evidence-based formats; each provider picks the structure that fits their discipline

Speed up documentation

Providers spend less time formatting and more time with clients when templates handle the structure automatically.

Maintain standard

Every note includes required fields for assessment, plan, and follow-up—no matter which format is used.

User interface showing Programs dashboard snippets

Scalable program delivery across your team

Give every provider a ready-built program to run — and every client a consistent care journey.

Cohort-based delivery

Enroll client groups into fixed-date programs that ensure every practitioner delivers the same structured care pathway.

Clients advance independently

Self-paced tracks let clients move at their own pace without extra coordination from your team.

Always-on continuity

Time-gated programs run automatically — one less process your team has to manage.

"This is as close as I've found to the ideal digital health record system out there, and I've tested quite a few. I've fully set up and tried 4-5 other EHR systems over the years only to realize they didn't work as well and always returned to Practice Better."
Buddy Touchinsky
Chiropractor
"I love having everything I need located in one place. When you run your business, there are many moving pieces and projects to keep on top of. Practice Better helps me stay organized and gives me the confidence that personal health information is stored securely and confidentially."
Jackie Silver, MHSc
Registered Dietitian
Practice Better is an amazing tool for supporting your clients and streamlining your practice!
Aqiylah Collins
Traditional Naturopath
"By using Practice Better, not only am I saving a lot of time on admin headaches, I’m also setting a professional tone for the client and working more efficiently. Practice Better is worth every penny spent!"
Derrick Harshberger
Psychologist, Psychotherapist, & Senior Yoga Teacher
“There are so many incredible ways to create charting templates that are easy to use (because we don’t love notes as clinicians, so why not make them easy to do?).”
Lexie Belle
Licensed Mental Health Counselor
“Having the ability to have clients schedule (and reschedule) themselves without going back and forth via email on appointment times made a huge difference.”
Meg Bowman
Clinical Nutritionist
“Practice Better allows me to focus on the things I am passionate about, which are not scheduling and billing or chasing clients down!”
Jamie Reisinger
Certified Nutrition Specialist
“Practice Better has elevated my health coaching practice with its incredibly user-friendly interface and seamless integration with other software.”
Yoko Kawashima
Functional Medicine Certified Health Coach
“Before Practice Better I had to use about 10 different software programs and stay up until about 3am in order to give my clients the service Practice Better provides with automations and technology.”
Monica Boyer
Ketogenic Health & Wellness Coach
“My favorite feature of Practice Better has to be protocols. I love that my treatment plan and recommendations are in one place and clients’ have all the information they need to follow their plan.”
Emily Harris
Naturopath
“Because I work with multiple streams of income, being able to analyze the breakdown right in Practice Better helps me know where I am standing with direct client care income.”
Rhyan Geiger
PhD, Registered Dietitian

Frequently asked questions

What kinds of templates can I find in Practice Better?

Choose from dozens of intake form templates, note templates, and program templates, including SOAP note templates, an Assumption of Risk and Release of Liability form template, a 10-day self-care program, and so many more.

Which pricing plans are templates available for?

All of our pricing plans include full access to our library of form and note templates. As our programs & courses feature is only available on the Professional, Plus, and Team plans, program templates are only available on those plans as well.

Can you search templates?

You can search templates by profession and by format (note, form, program).

Where are templates available?

Once you add the templates in Practice Better, you can find them under My Practice. In this menu you can find “My Programs“, “Forms & Waivers”, or “Note Templates” depending on the type of template you’ve added.

Are these templates verified?

Most of the templates provided are variations of standard notes and forms, and some are validated questionnaires that are public domain and free to use. As always, check with your regulatory agency to ensure you’re collecting the right information in the right fashion.

Experience the platform that powers success for you and your clients

Unlock your full potential with Practice Better. Try any paid plan free for 14 days.