Creating Subcategories for Notes Templates

Summary:

Alleva gives you the ability to add notes templates to specific subcategories. This is a useful tool to group templates together to be used in progress notes/individual and group sessions. This article will break down how to create a subcategory for note templates to be added to.

Navigate to Templates

From the left side menu select Settings > Templates
Select notes from the Drop Down Menu

Add the subcategory

Select the + sign and enter the name for the subcategory.

*You can now add note templates to that subcategory, for more info on note templates please review Add Templates for Email/SMS/Notes