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The /cl/note-templates/new path is not a registered route in the Clinical core router. Note template creation is handled through a side-panel (Sheet) inside NoteTemplatesPage, accessible at /cl/note-templates.

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Overview

/cl/note-templates/new is not a registered route. Navigating to it renders the NotFound component. New note templates are created through a “New Template” button at /cl/note-templates, which opens a Sheet slide-over panel containing the creation form. The same form is reused for editing an existing template. The form (backed by Zod schema templateSchema) collects:
  • Template Name (required, free text)
  • Note Type (required, enum: progress, addendum, outpatient, residential, iop_php)
  • Service Line (optional, free text)
  • Active (boolean, defaults to true)
Mutations are handled by useNoteTemplateMutation (createTemplate / updateTemplate).

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Who it’s for

Permission required: cl.note_templates.manage (enforced on both the /cl/note-templates route and inside the NoteTemplatesPage component via RequirePermission).

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Before you start

  • You need the cl.note_templates.manage permission.
  • Navigate to /cl/note-templates.

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Steps

1

Open the Note Templates page

Navigate to /cl/note-templates. The page lists all existing note templates with their note type, service line, and active status.
2

Click New Template

Click the “New Template” button in the page header. A slide-over Sheet panel opens from the right side of the screen.
3

Fill in the template form

Enter a Template Name, select a Note Type, optionally enter a Service Line, and confirm the Active toggle. All fields except Template Name and Note Type are optional.
4

Save the template

Click “Create”. The sheet closes and the template list refreshes to include the new entry. If validation fails, inline error messages appear.

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Key concepts

TermMeaning
note_typeEnum classifying the documentation template: progress, addendum, outpatient, residential, or iop_php
service_lineOptional free-text identifier (e.g., SUD, MH) further scoping the template
is_activeWhen false, the template is inactive; it remains in the list but is not available for new notes
useNoteTemplateMutationHook providing createTemplate, updateTemplate, activateTemplate, and deactivateTemplate

Clinical

Clinical core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/NoteTemplatesPage.tsx
  • src/cores/cl/hooks/useNoteTemplateMutation.ts
  • src/cores/cl/hooks/useNoteTemplatesList.ts
  • src/cores/cl/types/progress-notes.ts