Feature Highlight: Note Templates

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 so you can streamline how you document client sessions and progress in a fraction of the time. We wanted to highlight our Note Templates to make sure you’re not overlooking one of our most-loved features!

How will Note Templates save you time?

Using note templates as part of your practice will help to provide structure to 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 in the event that you’ll be sharing parts of your notes. More on this in a bit.

Practice Better provides you with pre-built templates that you can use ‘as is’ or edit, as well as the option to create your own custom note templates. Check our initial consultation and follow-up session templates as well as SOAP, ADIME and GROW note templates.

A unique feature of the note templates is the ability to add multiple text sections. This gives you the flexibility of keeping 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’re able to 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 having rich formatting options so that you can include images, videos, links, tables, lists, and even text snippets to save yourself from having to re-type the same information over and over again.

The information included as part of a Client Record can be automatically pulled into your notes using placeholders in your note templates. This reduces redundant charting and also helps maintain the accuracy of the client data.

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 how you can create and use 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. Sign up for free today.

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