The problem today. A brand new workspace lands on a generic gallery. Notes, intake forms and assessments are mixed together with no type labels and nothing matched to your profession, so the first move is a guess. From the Community tab, "Use template" does not actually save to your workspace.
Templates
Your workspace templates and the community library.
Progress Note
Client Intake Form
GAD-7
Treatment Plan
Consent to Treat
PHQ-9
Discharge Summary
Referral Letter
Finish setting up your practice
One step left: add your first template.
Templates matched to your practice
Notes to document sessions, intake forms to collect client details before appointments, and assessments to track progress. Add one in a tap, then use it in a note or send it when clients book.
Template added to your templates
It is ready to use in notes and intake. Choose where to start, or add more anytime.
Recommended for you
5 templates from the Carepatron library
Note
Added
DAP Progress Note
Data, Assessment, Plan. The format most therapists use to document a session.
Used by 4,120 practices
Note
Added
SOAP Progress Note
Subjective, Objective, Assessment, Plan. A widely used clinical note format.
Used by 3,540 practices
Intake form
Added
Therapy Client Intake
Collect history, presenting concerns and consent before the first session.
Used by 2,890 practices
Assessment
Added
GAD-7 Anxiety Scale
A 7-item scored screen for generalised anxiety. Scores automatically on completion.
Used by 2,310 practices
Assessment
Added
PHQ-9 Depression Scale
A 9-item scored screen for depression severity. Scores automatically on completion.
Used by 2,180 practices
Or start a different way
Using a template copies it into your workspace so it is yours to edit. .