Customize Agreement Templates

Templates help standardize your workflows and save time across your clinic. Starting with the right approach makes setup faster and reduces rework later.

Start by Filtering by Discipline

Begin by filtering the template library by your discipline. For example, if you run a physiotherapy clinic, filter to view only physiotherapy intake forms. This narrows the library to templates designed for your scope of practice and clinical needs.

Preview Before You Add

Once you have applied your filter, preview the available templates. Reviewing templates before adding them helps you understand their structure, required fields, and overall flow. This step ensures the template aligns with how you collect information from patients.

Customize an Existing Template

The recommended approach is to start with an existing template and modify it. Templates are designed to follow common best practices, which makes them a strong foundation. From there, you can adjust wording, add or remove fields, and tailor the template to match your clinic’s processes.

Build From Scratch if Needed

If none of the templates meet your requirements, you can create a template from scratch. This option works well for clinics with highly specific documentation needs or custom workflows. Keep in mind that starting with a template is often faster, even when significant customization is required.

How to Use Templates

Below is a walkthrough that shows how to use Agreement Templates