Clinical Notes & Templates

Learn how to create, organise, link, print, and manage treatment notes in Smilenotes.

• Article How to write a treatment note
• Article How to add a free note
• Article Draft, finished and archived treatment notes
• Article Archived notes
• Article Link a note to a client
• Article Print a note (or save as a PDF)

Learn how to create, organise, reuse and share note templates in Smilenotes.

• Article Create a new template collection
• Article Set up note templates
• Article How to use the custom checkbox
• Article How auto templates work
• Article Reordering and organising templates
• Article Share templates with others
• Article Duplicate a template or template category
• Article How to use a template collection

Learn how to add annotated body charts or images to your treatment notes.

• Article Add a body chart to a note