Using Templates
Learn how to use and customize templates to streamline your workflow.
What are Templates?
Templates are pre-built prompt structures that help you:
Save time
Maintain consistency
Follow best practices
Customize for specific use cases
Available Templates
1. Initial Assessment
Purpose: First client interaction
Key components
Customization options
2. Progress Check
Purpose: Follow-up sessions
Structure
When to use
3. Goal Setting
Purpose: Establishing treatment goals
Components
Best practices
Customizing Templates
Accessing the template editor
Making modifications
Saving and organizing templates
Sharing with team members
Template Best Practices
Regular review and updates
Version control
Team collaboration
Quality assurance
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