Customized Template Builder 🧱

Happy New Year! 

2023 closed on a high note for us: another doubling of patient visit volume 🤯

Thank you to everyone who made this possible - especially providers who gave us detailed feedback. We couldn't improve JotPsych without you. 

But if you spent New Year's Eve catching up on medical documentation, fear not: today, we have our biggest "leap forward" yet: 

NEW: The Template Builder 🎉🥳

From Day 1, you've been asking for more customization. And we've been working hard to deliver something special for you. Think of the Template Builder as 'Legos for medical documentation.' You choose the sections and how those sections fit together for every note. Here's how to get started: 

1. Access Template Builder: Simply click "Templates" at the top left of your web app:

2. Build or Copy a Template: Start from scratch or modify existing templates from our library: 

3. Add, subtract, or Re-order Sections: Search for specific content you would like in your note, and then easily drag to reorder the sections to your liking: 

5. Use your Custom Template: Your custom templates can be selected from the template dropdown in our Chrome Extension or iOS app. Make and use as many as you'd like!