I would love to be able to edit an existing template. I use the Headway SOAP template and would love to be able to make a duplicate and then edit it a bit. seems like a useful feature to incorportate.
Screenshots of the other steps in the process in case they’re helpful:
If you run into any issues, feel free to reach out!
Leila Anderson
•
May 6
Hi Kevin! Leila Anderson here - I’m a clinician here at Upheal. We actually do have that feature already! It’s not super obvious in the menus right now, but we’re working on improving that.
Here’s how to get there: If you click on the “More” button on your left sidebar (shown below), you’ll have an option to get into Note Templates. From there, scroll down to Headway SOAP, click the “Preview” button to the far right, and it’ll bring up the template. At the top right of the template, you’ll see a “Copy & Edit” button that’ll let you customize it to your exact needs!
Log in to comment and vote
Comments2
Leila Anderson
May 6
Screenshots of the other steps in the process in case they’re helpful:
If you run into any issues, feel free to reach out!
Leila Anderson
May 6
Hi Kevin! Leila Anderson here - I’m a clinician here at Upheal. We actually do have that feature already! It’s not super obvious in the menus right now, but we’re working on improving that.
Here’s how to get there: If you click on the “More” button on your left sidebar (shown below), you’ll have an option to get into Note Templates. From there, scroll down to Headway SOAP, click the “Preview” button to the far right, and it’ll bring up the template. At the top right of the template, you’ll see a “Copy & Edit” button that’ll let you customize it to your exact needs!