Start here (for all templates)

  1. Go to the Notepad
  2. Ensure the correct template Collection is loaded. Switch to another Collection if needed by clicking on the three-dots menu (⋯) in the side panel and selecting a Collection.
  3. Click Edit Templates
    Notepad screen with “Edit Templates” selected in the left sidebar under Templates
    Select “Edit Templates” in the Notepad to manage your template Collection and Categories. In this example we are editing the template Collection called "Lucie's Templates".
  4. Select a Category and click Add Template
    Customise Templates screen with the Add Template button highlighted under a Category
    Click “Add Template” inside a Category to create a new note template.

How to create basic note templates

Basic templates are plain text. They are organised into Categories (subfolders) and stored inside a Collection.

How to create a Template Collection

  1. Click Add Template. In the new template window, select Basic.
    New note template window with Basic selected and fields for template name and Category
    Choose “Basic” to create a plain-text template.
  2. Give your template a short name. By default the template will be put in the Category you currently have open. If you'd rather put it into another Category then select from the dropdown menu.
  3. Type your note in the text box. Select a colour for the template text by clicking on a coloured square.
  4. Click save to update your changes.

How to create interactive note templates

Create interactive templates using buttons and dropdown menus quickly using the template builder tool.

  1. In the new template window, select Advanced.
    New note template window showing the Template Name field and Advanced option selected
    Enter a template name, choose a Category, and select “Advanced” to create an interactive template.
  2. Give your template a short name. By default the template will be put in the Category you have currently selected. If you'd rather put it into another Category then select from the dropdown menu.
  3. Open the template builder using the three-dots menu (⋯). Add buttons, dropdowns, or text. Duplicate a line with the copy icon, and reorder lines using the grab handle.
    Advanced template editor with options to Add Text, Add Button, or Add dropdown
    Open the template builder using the three-dots menu (⋯) to add text, buttons, or dropdown fields to your template.
When should I use Advanced?
Use Advanced templates when you want structured responses such as Yes/No questions, frequency scales, or multiple-choice options.

Add buttons

You can add multiple buttons (for example Yes or No) or single buttons.

  1. Select the Button option from the template tool then click the new button (for example “Button 1”) to rename it and add options.
    Template builder showing the Add Button option selected
    Select “Add Button” to create selectable options such as Yes or No.
  2. Use the + icon to add additional button options (for example Yes / No). Then click save to update your changes.
    Edit button window showing Yes and No options with controls to duplicate or delete
    Click on a button to rename it. Use the icons to duplicate or delete options.
  3. Click the Save button to finish.
    Interactive button field displayed inside the note template editor
    Buttons appear directly in your template and can be selected when writing a note.

Add dropdowns

Create multiple-choice options in a dropdown and add them to your note template.

  1. Open the template builder using the three-dots menu (⋯) and select Add dropdown.
    Advanced template editor menu showing Add dropdown option selected
    Choose “Add dropdown” to create a multiple-choice selection field.
  2. Use the + icon to add options. Then click Save to update your changes.
    Edit dropdown options window showing multiple selectable choices with add and delete icons
    Add or edit dropdown options using the + icon, then click Save.
  3. Click the Save button to finish.
    Advanced note template editor showing Yes/No buttons and a dropdown field inside the template
    Your interactive fields appear inside the template editor, including buttons and dropdown selections.
  4. Here's what the finished template looks like in use:
    Advanced note template in use showing Yes/No buttons and a dropdown with selectable options
    When writing a note, click buttons or choose a dropdown option to insert consistent wording instantly.

Edit existing templates

Need to make changes or update your templates? Follow these steps to edit an existing template.

  1. In the Notepad, select Edit Templates from the side panel.
  2. Click on a Category to show the templates then click the settings icon next to the template.
  3. Select Edit from the menu
    Customise Templates screen showing the settings menu open with the Edit option selected for a template
    Click the settings icon next to a template and select “Edit” to update an existing note template.
  4. Make changes to your template then Save to update changes.

Frequent questions

Basic templates are plain text. Advanced templates include interactive buttons and dropdown menus.

Templates live inside a Collection and are organised into Categories (folders).

Create an Advanced template, open the three-dots menu (⋯), choose Add Button, then rename options and save.

In an Advanced template, open the three-dots menu (⋯), choose Add dropdown, add your options with the + icon, then save.

Yes. Go to Notepad → Edit Templates, open the template and update the fields/options, then click Save.

When you use the template in a note, you can click buttons or pick a dropdown option to insert consistent wording quickly.

Buttons and dropdowns only appear in the Advanced editor. If you created a Basic template, switch to Advanced for interactive fields.

Yes. When creating or editing, use the Category dropdown to choose where the template should be stored.

Related articles

Next: Write treatment notes

Updated: 18 February 2026