WebPT Ideas and Discovery

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Templates for "case notes"

ability to create templates for "case notes" for things like referrals. This way, we could send professional referrals for things like imaging requests so we dont have to hand write them, put our own logo on it, etc OR so we dont have to fill out different imaging paperwork for all the different companies that do imaging. I could simply write the referral in a case note, with most information necessary, and just fax it over to wherever the patient prefers to get imaging done. It will look professional with our company logo and contact information, it'll have my signature and license number, it will streamline the process for us.

  • Guest
  • May 5 2022
  • Future Consideration
  • May 24, 2022

    Admin response

    Hello, and thanks for your feedback! Adding templates to case notes is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know if this feature is delivered.

    In the meantime, if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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  • Guest commented
    5 May, 2022 03:24pm

    for now, we can just write in the PLAN that we refer to imaging, but the ability to have a template for a case note would allow for it to be a separate document WITHOUT the daily note or PN information overload.

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