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.
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• The “T” icon will turn gold when you are using a template.
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• 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.
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  • You can add these statements back in if you wish, but it is not required.

How to use a template

1. Click the “T” in the upper right corner of the Notebuilder.
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2. Select the name of the template that you’d like to use.
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3. Click the “Use” button to load that template into the note builder.
4. You’re all set! Chronicler will instantly compose a note using statements from the template.