Uploading current templates

Converting Your Existing Templates: A Guide

Converting your existing templates to our platform can save you valuable time and effort. Instead of starting from scratch, you can seamlessly transfer your designs.

We offer this to people on the Professional Plan to help create multiple prompts for the different cases you may see.

How to Convert Your Templates

1. Send Us Your Templates: If you have existing templates, please send them to us. You can do this by:

   • Email: Attach your templates to an email and send them to [hello@patientnotes.app].
   • Cloud Storage: Share a link to your templates on a cloud storage platform like Google Drive or Dropbox.
2. Create a new prompt in your library with the name to match the example you provided so that we can upload it to this location. 

3. Our Team Takes Over: Once we receive your templates, our team will carefully review them. We'll identify the elements and structure to ensure a smooth transition.

4. Conversion Process: Our expert technicians will then convert your templates to our platform. We'll maintain the integrity of your style and format.

5. Review and Feedback: After the conversion is complete, we'll provide you with a preview of the converted templates. You can review them and provide any feedback or adjustments.  
   
   Ensure all sample clinical notes,  letter contain no client information.   It is also a great idea to send across multiple examples to ensure that the templates we create will cover the diversity of your caseload.