Deep Dive Note Templates Session Notes (Part 1)

Join Shelley Myers from Practice Better as she takes you through a comprehensive guide on using note templates and session notes. Discover the art of streamlining and organizing your work process with ease!

Key Takeaways:

1. Benefits of Templates: Eliminate repetitive tasks and save valuable time with customizable frameworks.
2. Locating Templates: Learn how to find and utilize note templates within the Practice Better platform.
3. Template Customization: From adding sections, using the text editor toolbar, to incorporating diverse elements like sample tables, checkboxes, and placeholders.
4. Sharing Templates: Effortlessly share templates with colleagues using a unique access code.
5. Template Personalization: Customize your templates with client-specific details, logos, hyperlinks, and more.
6. Advanced Features: Dive deep into the tools like the text editor toolbar, placeholder utilization, and organizing templates.

Stay tuned for part two, where we'll explore more in-depth features and continue our journey in mastering Practice Better. Don't forget to like, share, and subscribe for more insightful tutorials!