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Your templates

The structure NoteSense follows to write each treatment note and referral letter · Trent Valley Physio & Rehab

New note template

Used by default when you record

Treatment notes: Telehealth <video> follow-up & review
Referral letters: No default set; Record starts with “Letter”, first in your list

Name	Who can use it	Default	Actions
New template	Only you		Edit
Note	Shared by Hannah		Set as default View
Initial assessment – lower limb	Shared by Hannah		Set as default View
Telehealth <video> follow-up & review	Only you	Default	Edit

Mockup notes

Signed in as

Hannah · clinic admin Ellie · practitioner Tomasz · practitioner Chloe · practitioner Graham · clinic admin

Templates are personal. Only a clinic admin can share one with the team: the team can use it, not change it.

A list holds up to 25 templates per page. Most people have fewer than 10, so the page numbers rarely show more than one page.

Deleting a template that someone uses by default clears that default; Record then starts with the first template in their list.

Variants

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