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This screen provides admin CRUD operations for session documentation templates and is accessible at /cl/note-templates.

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Overview

The Note Templates page lists all active note templates for the current organization, loaded via useNoteTemplatesList from the cl_note_templates table. Templates are displayed in a card with a divide-separated list showing template name, note type label, service line (if set), active/inactive badge, an Edit button, and a toggle button to activate or deactivate. Users click “New Template” (top-right button) to open a side-sheet form (TemplateForm via Sheet) for creating a new template. Clicking “Edit” on a row opens the same sheet pre-populated with the template’s current values. Note type choices are: Progress Note, Addendum, Outpatient, Residential, IOP/PHP. Service line is an optional free-text field. The useNoteTemplateMutation hook provides createTemplate, updateTemplate, activateTemplate, and deactivateTemplate actions, each invalidating the cl_note_templates query on success and showing a toast notification.

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Who it’s for

Requires the cl.note_templates.manage permission (enforced by RequirePermission in cl.tsx and the component itself).

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Before you start

  • You must hold cl.note_templates.manage to access this page.

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Steps

1

Navigate to Note Templates

Open the Clinical core and go to /cl/note-templates. All active note templates for your organization are listed.
2

Create a new template

Click “New Template” (top right). The side-sheet opens. Enter a Template Name (required), select a Note Type (required), and optionally enter a Service Line. Click “Create” to save.
3

Edit an existing template

Click “Edit” next to the template you want to update. The side-sheet opens pre-filled. Modify the fields as needed and click “Update” to save.
4

Deactivate or activate a template

Click the toggle icon button next to the template. Active templates show a ToggleRight icon (clicking deactivates); inactive templates show a ToggleLeft icon (clicking activates). A toast notification confirms the action.

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Key concepts

Note: /cl/note-templates/new is not a registered route in the Clinical core router. Template creation is handled entirely through the “New Template” sheet on this page. Navigating to /cl/note-templates/new renders the NotFound component.
The note_type field accepts: progress (Progress Note), addendum (Addendum), outpatient (Outpatient), residential (Residential), iop_php (IOP/PHP). These labels are from NOTE_TYPE_LABEL in the component. Clinical or billing significance of each type requires SME confirmation.
useNoteTemplatesList queries only rows where is_active = true. Deactivated templates are hidden from the list. The activateTemplate mutation sets is_active: true and re-queries.
When no active templates exist, an empty state shows a FileText icon with “No templates yet” and “Create templates to standardize session documentation.” If the query errors, the sanitized error message is shown in destructive text within the card.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
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/useNoteTemplatesList.ts
  • src/cores/cl/hooks/useNoteTemplateMutation.ts
  • src/cores/cl/types/progress-notes.ts