If you're wondering how to add a new template in AutoNotes, you're in the right place! Whether you're just getting started or expanding your workflow, adding templates from our Library is a quick way to streamline your documentation.
To begin, head to the Templates on the left side of your dashboard. From there, you can explore our library by clicking Add Templates from Library. You’ll find a variety of note types—like the Advanced Individual Progress Note, which we use as an example in the walkthrough linked below.
Once you've found the template that fits your needs, simply click Add Template. You’ll then have the option to open it immediately or continue browsing and adding more. Once you're done, return to the Templates section through your dashboard to access all your saved templates.
💡 Need a visual guide?
The walkthrough below is a full step-by-step guide that highlights each part of the process to help you along the way. If you're having trouble locating something on the screen, you can zoom in and out within the walkthrough for a clearer view of each step.