Change the order of the note templates in the drop down menu

When  you have created multiple note templates for custom documentation, Therabill will list them in the order that you created them in the drop down menu (where the therapist chooses which note template to work on).  This article will show you how to change the order of the note templates in the drop down menu on the documentation entry page.

How to change the order of the note templates in your list

Changing the order is done through the edit note template page.

• Put you mouse over Schedule in the top navigation bar of Therabill and then click on Calendar in the drop down list.
• If you are not automatically brought to month view due to your settings, then click on Month View at the top of the calendar.
• At the top of the calendar, in month view, click the Manage Note Templates link.

The note template designer will open up.  At the top of the note template designer, if you have created more than one note template, underneath the drop down menu of note templates, you will see a link labeled Edit Names or Remove Templates (see image to the right/top, circled in red).  Click that link.

You wil now see a list of all of your note templates.  They are listed in the same order that they appear in the drop down menu (where the therapist chooses which note template to work on).  You can drag and drop the note templates in the list to the order that you would like them to appear in the drop down menu.  Once you have finished, click the Finish button at the bottom of the form.