Create and Edit File Note Templates
Claras now offers editable templates to streamline your file note creation process, implement practice standards, and support your advice workflow. This article will guide you through creating, editing, and using custom templates in Claras.
Support practice workflow: Adapt templates to your specific advice model and focus, ensuring key information is captured.
Improve consistency: Ensure all your notes follow a standardised format, implementing your practice standards effortlessly.
Improve client communication: The email editor helps you craft clear, consistent, and action-oriented client emails
Watch the video here: https://www.loom.com/share/610cc0f6269b40248da28f77fb9c38fa?sid=7211f02c-e039-4db8-abe7-81fcfa7483d1
To begin using Editable Templates, simply log into your Claras account and visit the Templates section, accessed using the left-hand menu. Choose a template to customise, and you'll be on your way to more personalised and efficient client documentation in no time!
Access the template library: Click the ‘Templates’ icon in the left hand navigation bar.
Choose a template: Select one of the base templates to edit.
Editing a template: Click on any section of the template to add or alter the content specific to your standards. Customise the ‘Email outline’ content to include specific points, copy or disclaimers you want included.
Save and apply: Once edited, save the template for future use. Previous file notes will not be affected.
There’s two options available. We recommend duplicating templates to speed up the process.
Create new template: Click on the ‘New template’ button at the top to start creating from scratch. You can copy and paste in content from your Word templates or another source.
Duplicate an existing template: Click the 3-dot menu on the right-hand side and select ‘Duplicate’. This gives you a starting point to create a new version tailored to suit your practice workflow.
When creating a new note, select the ‘Template’ dropdown menu.
Choose the template you want to use from your list of saved templates.
Paste in your raw transcript and generate your note and email as usual. Here's how it works: Once you've selected a template and pasted your transcript, Claras will populate the note and email draft based on your chosen template.
You can then finalise and copy the finished note and email as usual.
You can create multiple templates for different meeting types or scenarios.
Claras comes pre-built with high quality templates that you can use as a starting point.
Share your custom templates with your team to ensure everyone uses a consistent format.
By leveraging editable templates, you can significantly improve your efficiency and ensure consistent, high-quality file notes within Claras. We hope you enjoy the benefits of a more streamlined practice workflow!
Benefits of Using Templates
Support practice workflow: Adapt templates to your specific advice model and focus, ensuring key information is captured.
Improve consistency: Ensure all your notes follow a standardised format, implementing your practice standards effortlessly.
Improve client communication: The email editor helps you craft clear, consistent, and action-oriented client emails
Watch the video here: https://www.loom.com/share/610cc0f6269b40248da28f77fb9c38fa?sid=7211f02c-e039-4db8-abe7-81fcfa7483d1
Getting Started
To begin using Editable Templates, simply log into your Claras account and visit the Templates section, accessed using the left-hand menu. Choose a template to customise, and you'll be on your way to more personalised and efficient client documentation in no time!
Access the template library: Click the ‘Templates’ icon in the left hand navigation bar.
Choose a template: Select one of the base templates to edit.
Editing a template: Click on any section of the template to add or alter the content specific to your standards. Customise the ‘Email outline’ content to include specific points, copy or disclaimers you want included.
Save and apply: Once edited, save the template for future use. Previous file notes will not be affected.
Creating New Templates
There’s two options available. We recommend duplicating templates to speed up the process.
Create new template: Click on the ‘New template’ button at the top to start creating from scratch. You can copy and paste in content from your Word templates or another source.
Duplicate an existing template: Click the 3-dot menu on the right-hand side and select ‘Duplicate’. This gives you a starting point to create a new version tailored to suit your practice workflow.
Using a Template in Your File Notes
When creating a new note, select the ‘Template’ dropdown menu.
Choose the template you want to use from your list of saved templates.
Paste in your raw transcript and generate your note and email as usual. Here's how it works: Once you've selected a template and pasted your transcript, Claras will populate the note and email draft based on your chosen template.
You can then finalise and copy the finished note and email as usual.
Pro Tips
You can create multiple templates for different meeting types or scenarios.
Claras comes pre-built with high quality templates that you can use as a starting point.
Share your custom templates with your team to ensure everyone uses a consistent format.
By leveraging editable templates, you can significantly improve your efficiency and ensure consistent, high-quality file notes within Claras. We hope you enjoy the benefits of a more streamlined practice workflow!
Updated on: 12/08/2024
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