Changing Notes Templates on NovoNote

Changing Notes Templates on NovoNote 

As a mental health professional, clear, structured documentation is essential for providing high-quality care and maintaining compliance with clinical standards. NovoNote's professionally designed templates help streamline your note-taking, ensuring that records remain comprehensive, consistent, and clinically relevant. 

Novonote's Template Library is continually updated to support a wide range of therapeutic modalities and documentation and reporting needs. 

Selecting the right template allows you to:

✅ Enhance clarity – Maintain well organised, easy-to-read notes.

✅ Ensure consistency – Align documentation with professional and regulatory standards.

✅ Improve efficiency – Reduce administrative burden so you can focus on client care.

How to Change a Notes Template

1. Open the Session 

• Select a session with a note already generated. 
  

• Click on "Change"  next to the current Template name.

2. Browse and Select the Template

• Browse the available templates in the selection panel. 

• Choose the template that best suits the session or documentation requirement.
  

Tip: For more information to help you make your selection, explore the descriptions and examples in NovoNote's Template Library. Here you can review our growing range of templates, designed to support a wide range of therapeutic modalities, and reporting and documentation needs. 

3. Apply the Template

• Click "Generate note" to apply the template. 
• NovoNote will regenerate the note based on the structure and style of that template.

4. (Optional) Amending the Notes 

• After the notes have been regenerated, you can edit the content as needed.

• You may add additional sections, remove irrelevant content, or modify headings to suit your session.

• Changes will be automatically saved. 

Quick demo - How to select and apply a note template in under a minute: