mindora
All GuidesSettings

Note Templates

Learn about template structure, component types, and popular clinical documentation formats.

14 min
Easy

What are Note Templates?

Note templates are pre-built structures within each note type. A template consists of sections and blocks within those sections. Each block has a specific component type (text, checklist, table, etc.).

Mindora includes 90+ ready-to-use templates.

How Templates Work

When you select a note type while writing a note, templates for that type are listed. When you select a template, predefined sections and fields are automatically loaded into the editor.

Select note type

Example: Session Note

Select template

Example: SOAP Note

Fill and save

Complete the structure.

Template Structure

Each template has a hierarchical structure: Sections and Blocks. This structure keeps your notes organized and consistent.

Sections

Sections are the main building blocks of a template. Each section has a title and contains multiple blocks. For example, a SOAP note has 4 sections: Subjective, Objective, Assessment, Plan.

Blocks

Blocks are data entry areas within sections. Each block has a title, optional description (instructional text), and a component type.

Instructional Text

Each block can have gray instructional text below it. This text guides the therapist while writing the note and explains what to write in that field. You can also add instructional text to blocks in your own custom templates.

Component Types

There are 10 different component types used in templates:

Text Field

Used for free text input. The most basic component of templates.

Kullanım: Clinical observations, descriptions, summaries

Checklist

Contains checkable items. Multiple selections allowed.

Kullanım: Symptom screening, risk assessment, homework tracking

Table

Structured data entry with rows and columns.

Kullanım: Intervention planning, comparative analysis

Numeric Scale

Rating scale from 0-10 or 1-7.

Kullanım: Severity scoring, progress evaluation, SUD/VOC measurements

Therapist Note

Special area with blue background and therapist icon. For clinical comments.

Kullanım: Clinical analysis, assessment, formulation notes

Client Quote

Area with golden background and quote icon. Italic text.

Kullanım: Client's important words, insights, verbatim expressions

Hint Block

Informational, non-editable content. For guidance purposes.

Kullanım: Instructions, reminders, educational content

Frequency Scale

Special scale for behavior frequency (never → always).

Kullanım: Behavior tracking, habit monitoring

Likert Scale

5 or 7-point rating for attitude and satisfaction measurement (Strongly disagree → Strongly agree).

Kullanım: Attitude measurements, satisfaction assessment, survey questions

Bipolar Scale

Symmetrical scale from negative to positive (-5 to +5 or -3 to +3).

Kullanım: Mood assessment, change measurement, balanced scoring

What Makes Mindora Templates Different?

Traditional clinical note templates are often boring, plain text fields. Mindora templates offer visual richness, smart guidance, and clinical workflow integration.

Traditional Approach

Plain text boxes, no guidance, copy-paste from Word

Mindora Approach

Color-coded blocks, step-by-step guidance, ready-to-use content

Color-Coded Blocks

Therapist notes in blue, client quotes in golden background are visually separated. Your notes become more readable and organized.

Smart Guidance

Each block has instructional text explaining what to write. No more wondering "what should I write here?"

Therapy-Specific Content

Ready-to-use structures specific to each approach: SUD/VOC scales for EMDR, diary card tracking for DBT, mode lists for Schema Therapy.

Supervision Integration

Templates include separate sections for supervision notes. Document your clinical questions and ethical dilemmas separately.

Specialty Therapy Templates

Templates customized for different therapy approaches:

EMDR Protocol NoteIncludes SUD (0-10) and VOC (1-7) scales, target memory, bilateral stimulation sets, and processing phases.
DBT Individual Session NoteTracks target behaviors, diary card review, chain analysis, and skills usage.
Schema Therapy Session NoteIncludes active schema modes, mode shifts, and intervention planning for each mode.
Couples Therapy Session NoteSeparate sections for Partner A and Partner B, individual or joint session formats.
Child/Adolescent Session NoteDevelopmental assessment, play observations, and parent communication sections.

Other Template Categories

Template categories beyond session notes:

Assessment TemplatesComprehensive Biopsychosocial Anamnesis, Symptom Analysis, Psychometric Assessment
Formulation TemplatesCBT Case Formulation, ACT Formulation, Schema Mode Formulation
Crisis TemplatesStanley-Brown Safety Plan, Crisis Assessment, Post-Crisis Evaluation
Planning TemplatesTreatment Plan, SMART Goal Planning, Termination Summary

Applying Templates

When applying a template to a note, you can choose between two modes:

Append Mode

Preserves existing content and adds the template to the end of the note. Ideal for combining multiple templates.

Replace Mode

Completely deletes existing content and replaces it with the template. Use when you want to start fresh.

Tip
When you choose Replace mode, existing content is lost. This action cannot be undone, use carefully.

Template Preview

Use the preview feature to see a template's content before selecting it.

1

Click on a template in the template list.

2

The template's section and block structure appears on the right side.

3

Each block's title, description, and component type is shown in the preview.

System vs Custom Templates

There are two types of templates in Mindora:

System Templates

Ready-made templates provided by Mindora. Cannot be edited, archived, or deleted. Marked with a lock icon.

Custom Templates

Templates you create. Fully customizable, can be edited, archived, and deleted.

Default Templates

Each note type has a default template. When creating a new note, this template is automatically loaded. For example, the default for Session Note type is SOAP Note.

Blank Template

Every note type has a "Blank Template" option. This template contains no predefined fields and is used for completely free-form writing. This way, you can categorize your notes by strategic types without being forced to use templates.

Tip
You can change default templates from Tools > Note Types.