Browse the community library
The community library is a shared template collection from other Carepatron practitioners. Use what's there, customise, and, if you want, contribute back.
- Comfortable editing a template and adding data chips (lesson 5.1)
What the community library is
On the Templates page, the Community section holds templates published by other Carepatron practitioners: mental-health intake forms, physio assessment sheets, dental check-up checklists, coaching goal-setting templates and more. Click View all to browse the whole library.
Everything in it is free to use. It's a shortcut past the blank page, starting from something a peer has actually used.
Find and try a template
Search by keyword ('intake', 'SOAP', 'PHQ-9') or filter by profession, tags, collection or Auto-scored. Each card shows its collection, its author and how many times it's been used. Preview a template, then choose:
- Use template starts a note with it, without saving it to your workspace.
- Copy to workspace adds an editable copy to your team templates.
To send a Community template as an intake form, copy it to your workspace first.
Customise after copying
Once it's in your workspace, treat it like any other template. Open it, change the wording, add or remove fields, drop in your smart chips, save. The community version isn't touched; you've made your own copy.
Keep what works, and replace the rest with your own questions and wording.
Publish back, if you want
Templates you've built and refined can go back to the community: open the template's overflow menu → Publish to community → pick a collection and add a short description.
Treat the library as practitioner-contributed. Always preview a template before using it on a real client, and check it meets your clinical and regulatory requirements.
Tick these off in your own workspace before moving on.
Five community templates worth starting from.
A few good places to start. Search for these by name.
Depression and anxiety screens to send as regular outcome measures. Use the Auto-scored filter to find versions that score themselves.
A worksheet to use as homework between sessions or as part of intake.
Pain, range of motion and history in one assessment you can adapt.
Medical history, anaesthesia and anxiety questions. Adapt it for children or adults.
Goals, constraints, motivation, schedule availability. Send before the first session, save the answers to the client record.
What is the Community library?
A shared collection of templates published by other Carepatron practitioners. You'll find it in the Community section of the Templates page, with filters for collection, profession and tags.
Can I use a community template without saving it to my workspace?
Yes, from the preview, Use template starts a note with it straight away. To reuse the same template, Copy to workspace first.
How do I save a community template to my workspace?
Preview the template and click Copy to workspace. It appears in your team templates, fully editable, with the community version untouched.
Can I edit a community template before saving?
No, you copy first, then edit. The community version is read-only until you copy it to your workspace.
How do I share my template back to the community?
Open the template's overflow menu → Publish to community → pick a collection and add a description. Other practitioners can then find and use it.
Are community templates reviewed or curated?
The library is practitioner-contributed. Always preview a template before using it on a real client, and check that the wording and fields match your clinical and regulatory requirements.