What templates are available?

Five: Vitals, Mood, Pain, Activity, and General. Vitals drops a BP / HR / Temp / O2 Sat / Pain line with blanks. Mood, Pain, Activity, and General insert short prefixes that prompt you to fill in the rest.

Can I edit the templates or add my own?

Not today. The five default templates are fixed for every tenant and there is no Add Template option on the caregiver or admin side. Custom templates are on the roadmap but are not shipped yet.

Are the templates different per state for EVV?

No. The same five templates ship across every state. They are documentation prefixes only and do not affect EVV submission, billing codes, or Medicaid claims.

What happens if I tap two chips in a row?

Each tap appends its template on a new line in the note. You can stack Vitals plus Mood plus Pain into one note that way. The textarea never gets cleared by tapping chips.

Is my draft saved if I switch tabs mid-note?

Yes. The textarea autosaves to your device every second while you type. If you switch to Care Plan, refresh the page, or close the app, the draft is restored when you come back to the Notes tab on the same visit.

Do templates change anything about billing or EVV?

No. The chips are pure documentation. They do not affect EVV checkout, the ADL checklist, the care plan tasks, payroll, or billing. They only shape the text you save to the visit notes feed.

Why is the chip row missing on this visit?

The chip row only shows when the visit accepts new notes. A cancelled visit, a visit that has not started yet, and a visit more than 24 hours past its end all hide the input and the chips. Open a scheduled or in-progress visit to see them.

Care notes templates

Care notes templates are five one-tap chips on the visit Notes tab that drop a structured snippet into your note draft. Tap Vitals to insert a blanks-filled vitals line, tap Mood for a behavior prefix, and so on. They save a few seconds of typing and keep your notes consistent shift to shift.

Quick answer

Open an in-progress visit from My Visits and tap the Notes tab. Above the note input you will see a row of five chips: Vitals, Mood, Pain, Activity, General. Tap one to drop its template into the note body, fill in the blanks, and press the send icon to post.

Open My Visits

The five templates

The chip row inserts these exact snippets:

Vitals. Vitals Check - BP: ___/___ HR: ___ Temp: ___ O2 Sat: ___% Pain: ___/10. Fill each blank with a reading.
Mood. Patient mood/behavior: . Type a short description after the colon.
Pain. Pain assessment - Level: ___/10 Location: ___ Type: ___ . Useful when the patient reports new or changed pain.
Activity. Activities completed: . List ambulation, ROM exercises, transfers, or whatever was performed.
General. Observation: . Catch-all prefix for anything that does not fit the other four.

1. Open the Notes tab on an active visit

Open My Visits

From My Visits, press Continue Visit on the green in-progress banner.
The visit detail page opens. Across the tab strip you will see Overview, Patient History, Care Plan, Notes, and Progress. Tap Notes to switch to the Visit Notes panel.
Confirm the template chip row is visible above the note input.
Five chips sit above the Add a note about this visit textarea: Vitals, Mood, Pain, Activity, General. The chips scroll horizontally on narrow screens so all five stay reachable.

2. Tap a template chip to insert a snippet

Tap the chip whose template matches what you are documenting.
The matching snippet drops straight into the note body. If the textarea already has content, the template appends on a new line, so you can stack Vitals plus a Mood note in the same entry without losing what you typed.
Tap a second chip if you want to stack templates.
Stacking is handy when one visit covers several observation types. Each tap of a chip appends its snippet on a new line. The chips never replace what is already there.

3. Fill in the blanks and post the note

Type values over the three-underscore placeholders.
The blanks like BP: ___/___ are just placeholder text in the textarea. Tap into the field and type your readings directly over them. The template is a starting point, not a form, so edit freely.
Press the blue send icon to the right of the input.
The note is timestamped against the visit and appears under This Visit's Notes once it posts. The draft autosaves to your device every second while you type, so a tab switch or accidental reload does not lose what you wrote.

Common pitfalls

Tapping a chip wipes my note. It will not. Tapping a chip on an empty input inserts the template, and tapping a chip on a non-empty input appends the template on a new line. Your existing text is preserved.
The blanks are literal text, not form fields. The three-underscore blanks like BP: ___/___ are placeholders inside the textarea. You have to tap into the textarea and overwrite them. The template will not collect values for you.
Templates are not editable. The five chips and their snippets are fixed across the tenant. There is no admin screen to customize templates, and there is no Add Template button.
Notes lock 24 hours after the visit ends. You can insert and post templates until 24 hours after the visit ends. After that the Notes tab is read-only for the caregiver and corrections have to go through the office.
Chips are missing for scheduled or cancelled visits.The chip row only appears when the visit can accept new notes. A cancelled visit or a visit that has not started yet shows the Notes tab without the input or the chip row.