Ability to create as many templates as needed for your organization and clients.Dynamic fields can be added to automatically fill out information in the form, based on the client the form is completed for, such as client name and contact information, Session and Learning Tree data, and appointment service details.Template format is customizable based on your practice’s needs.You can create and configure templates with dynamic fields that automatically pull information from various CentralReach modules, helping employees expedite the note creation process. Notes & Forms Templates (also referred to as “templates”), are electronic documents you format, design, and configure in CentralReach to standardize your organization’s electronic documentation of clients’ clinical information. Ĭlick here to learn how to create client notes, you must have permission to access notes.Ĭlick here to learn how to create a form from the client’s Dashboard.Ĭlick here to learn how to create a form from a timesheet. The Notes & Forms widget can be accessed if users have the (Notes > Access ) permission. Securely share clients’ Notes & Forms with other users connected to the client.Use CentralReach’s pre-configured out-of-the-box system templates.Dynamically add clients’ goals and goal scores directly in the form.Quickly complete forms pre-populated with client information, such as name, insurance, Session, and learning tree clinical data and appointment information. ![]() ![]() Create a Note & Form from the user’s Dashboard.Users with the (Notes > Access) permission can create a note by selecting from a library of preconfigured templates (Notes & Forms Templates), to easily document treatment plans and develop consultation summary reports for the client’s medical record. Notes & Forms (also referred to as “notes” or “forms”) are electronic documents used to collect and maintain clients’ clinical information in CentralReach.
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