Creating a Note Template
Written by Amelia Boyer
Updated at March 25th, 2025
Table of Contents
Creating a Note Template
Provider Admin Only Feature
Note Templates can be built by all Provider Admins and are a great way of increasing speed and compliance of dictation. You can assign your note templates to all areas within Healthy Roster where you can complete a note. We recommend building Note Templates that are specific to your Health Care Provider group.
Video Tutorial:
Step-By-Step Tutorial:
- Select the Admin Tab
- Select the Notes arrow
- Select Note Templates
- Select Add
- Name the Note Template
- Select where this note template should be available. You are able to assign templates to Encounters, Incident Reports, Problems, Referrals and Status Updates
- Create your quick text code. This code should be short as well as something that normally wouldn't be typed into a note. This quick text will be what providers can type into their note area and have the template quickly populate. Your quick text will need to be typed exactly as you have created it.
- Create your note template
Please visit Note Templates - Tips & Tricks for help building your note templates
For Fillable boxes, Input {Item} after the prompt. The text within the {} will be the prompt presented to the end-user. Ex: Previous History: {previousHistory}
For prompts only, simply input the prompt. Ex: Time/Date of Evaluation
For line breaks: Input the code
- Select Save
