Switch template collections

  1. Head over to the Notepad.
  2. Use the dropdown at the top of the left panel (above your templates list) to select the collection you wish to use.

Result

The active template collection name appears at the top of the left panel. You can now use those templates to write notes.

Next: Write a treatment note

Watch video: Switch template collections

Switch between template collections to access different sets of note templates.

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Updated: 20 February 2026