Creating your own note templates in Berries gives you full control over how your notes are structured, making documentation faster, clearer, and more consistent with your clinical style.
In this guide, you’ll learn how to build a note template from scratch, customize each section, and refine it over time so your notes always match exactly how you like to work.
1. Start a New Note Template
Open the Template Library from the Berries header.
Click the New note template button.
2. Select Start from Blank Template
Click Build from Scratch.
3. Name Your Template
Give your template a clear and recognizable name to find it easily when starting a new session.
For example: “My Follow Up” or “My Intake”.
4. Add and Set Up Sections
You can customize the structure of each template by either adding built-in sections (just start typing in the search bar and choose from the list), or by creating a section from scratch and specifying the following options:
Section Title - such as “Session Summary” or “Goals for Next Time”.
Style - Paragraph or Bullet points.
Length - Concise or Standard.
Section Content - Describe what you'd like to include in each section.
Example: “Capture all symptoms, concerns, and feelings voiced by the patient, including context when available (e.g., onset, duration, impact). Use first-person paraphrasing and embed a brief quote if relevant.”
5. Arrange the Section order
Drag and drop from the Table of Contents or use the arrows to reorder the sections.
Put them in the order that fits your natural documentation flow.
6. Save and Use Your Template
Once your sections are ready, click Save Template.
You’ll now see this template available in your template selector when you start a new session.
Try it out, review the note, and adjust if needed.
7. Refine As You Go
You can refine your customized templates anytime from the 'My Library' page. To perfect a template even further, you can:
Update the Section Content for clarity.
Adjust the detail level or switch between paragraph and bullet format.
Try it again and see how the changes affect the output.
Schedule a Free Consultation Call
Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.
For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.