Your templates

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

New letter template

Used by default when you record

Treatment notes: Note
Referral letters: Letter

Signature to check

Ortho referral (knee)

Still signed “Company Name”. Letters print it as is.

Name	Who can use it	Default	Actions
Letter	Shared by Hannah	Default	View
Ortho referral (knee)	Only you Sample signature		Set as 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.

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