Template Pro – Create, Manage, and Reuse Clinical Templates Effortlessly

No more repetitive note-taking or scattered documentation.

Standardize, customize, and streamline your workflows with Template Pro.

Build and Reuse Templates with Ease inside Template Pro

Template Pro empowers providers with flexible yet standardized documentation tools—secure, fast, and fully compliant. From progress notes to treatment summaries, everything stays structured without sacrificing personalization.

Build any type of clinical template

Intake forms, SOAP, DAP, progress notes, treatment plans, discharge summaries, and more.

Drag-and-drop customization

Easily design templates with reusable fields, dropdowns, checkboxes, and free-text areas.

Save for personal or team use

Create templates for yourself or share across the organization for consistent documentation.

Auto-fill patient & session data

Minimize manual entry with automatic population of patient demographics and session info.

HIPAA-compliant storage

Templates and documentation are stored securely, meeting all regulatory standards.

Designed for Regulated, Real-World Practice

Built for providers who need speed and compliance, Template Pro ensures your notes are consistent, secure, and ready to scale.

Handles multiple note types

Cover every scenario—intake, progress, treatment, and discharge—without switching systems.

Template search & library

Quickly find, edit, or reuse saved templates directly within the platform.

Supports multi-provider use with audit logs

Maintain accountability with detailed logging and role-based permissions.

Impacts: Why Template Pro Matters

Template Pro isn’t just about saving clicks—it’s about transforming the way providers document care.

Ensure documentation consistency

Keep every provider on the same page with standardized templates that reduce errors and omissions.

Save valuable time

Spend less time rewriting notes and more time focusing on patient care. Reusable templates cut down on repetitive work.

Standardize care without losing personalization

Templates provide structure while still leaving room for provider judgment, flexibility, and clinical creativity.

Compliant with HIPAA, DEA, and EPCS standards

Template Pro is built with security, compliance, and data integrity at its core. Every template is stored in a HIPAA-compliant environment, with encrypted access, audit tracking, and secure role-based permissions.