How can we help?
Use a template
Overview
Using a template is incredibly easy. We’ve included some instructions below, along with a few items to keep in mind as you interact with templates in Chronicler.
Things to keep in mind when using a template
- If you have a note in progress, Chronicler will ask for confirmation before overwriting that note with your selected template.
- The “T” icon will turn gold when you are using a template.
- Certain statements are not automatically added into the note.
- These include:
- Statements with a scale (severity, s.u.d.s, v.o.c., goals, etc).
- Statements that have a pop up for the client’s location.
- Chronicler displays these in red to make it easy to know which statements may need your attention.
- You can add these statements back in if you wish, but it is not required.
- These include:
How to use a template
- Click the “T” in the upper right corner of the Notebuilder.
- Select the name of the template that you’d like to use.
- Click the “Use” button to load that template into the note builder.
- You’re all set! Chronicler will instantly compose a note using statements from the template.