The video introduces a new feature in Astalty Premium called "Note Templates" designed to streamline the process of writing case notes. It emphasises the importance of having a standardised structure for case notes within an organisation and highlights how templates can ensure consistency and prompt staff to consider important aspects of each note. The speaker demonstrates how to implement note templates within Astalty, using an example template with predefined headings such as date, goals reviewed, challenges encountered, adjustments, and next steps. The purpose of note templates is to simplify the process of writing case notes by providing pre-populated headings and promoting a structured approach to documenting client interactions.
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- Document Templates
- Note Template
Note Template
- Published
- 19 Feb 2024
- Last updated
- 1 Dec 2025
- Tasks Notes
- Document Templates
Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!