How to create and utilise the "Custom Template" feature

We know that time is tight between consultations. That's why we allow you to quickly add your own pre-designed Rehab Plans / Exercise Templates. You can create these using the 'Add a Custom Template' link (when you have time to sit and consider what you would really like to have as a default approach for clients with specific conditions or goals) OR we also allow you to save client specific Rehab Plans as "Custom Templates" as you are making them. So if you like what you have just created, you can save it to your own custom template library for rapid access later.

1) Here is how to make a "Custom Template" from scratch:

Click the  icon next to "Custom Templates" from the home screen:

Now you can create a Custom Template for your practice in the same way you would create a “Rehab Plan”. If you need a refresher on how to do this then have a  look at this article.

Remember once created your custom templates will be fully accessible from the 'My Custom Templates' button on the Rehab Plan. (see the orange button below). Then it's just a single click to add the entire contents of the template to your clients rehab Plan.

By clicking the check box "make template available to all therapists in your practice" box you can allow the rest of the therapists at your practice to access the Custom Templates you create. If you leave it unchecked the template will only be available to your login.

Remember: all text updates, sets and reps, hold times, text breaks and more that you customise on your plan will be remembered when you save the template and later add it to a clients Rehab Plan.

2) Creating a Custom Template "On the fly": (saving a clients Rehab Plan as a Custom Template for later use)

If you want to save a "Rehab Plan" you are creating for a patient as a "Custom Template" you can simply click "Save as Custom Template" button at the bottom of a patients "Rehab Plan". See arrow below. 

Once you have saved a "Custom Template" it will always be available for you to select from the “My Custom Templates” button on the "Rehab Plan" page.

This will allow you to add all of your pre-selected exercises with your default sets and reps with 1 click. 

To give a patient a pre-designed Custom Template:

Add the patient to your current patient list if they are not already registered. See how here.

Then from the "Rehab Plan" screen click the tag "My Custom Templates". See arrow below.

This will expand to show your list of either practice wide templates or your own personalised templates. Now just click on the template you wish to select and all of the preselected Injuries and exercises will be added immediately. You can still edit it further adding or removing exercises sets and reps. 

Then you can send it straight to the patient. Easy!