Skip to main content

Getting Started with Templates Library

The Templates Library helps you create, manage, and reuse forms and documents. Templates standardize and accelerate repetitive tasks. A well-designed template ensures brand consistency across all communications or services, saving you significant time and reducing the risk of errors every time you schedule, email, or create a form.

Default Templates​

WithinEHR comes with a set of default templates that you can use immediately.

How to save a Template to Team Templates​

Learn how to convert a template to a team template so all team members can access it.

Team Templates​

Team templates are shared templates available to all team members.

Create New Template​

Create custom templates for intake forms, assessments, notes, and other documents.

Capturing Client Information with Templates​

Use templates to systematically capture and organize client information.

Default Intake Forms​

Access and customize default intake forms for new clients.

Send Templates​

Learn how to send templates to clients for completion.

How to create your own templates (Video Content)​

Watch video tutorials on creating custom templates in WithinEHR.