Text Templates

Typing the same sentences over and over — for medical histories, therapy recommendations, medication instructions, or standard messages? Text templates take care of exactly that. You write the content once, save it as a template, and then insert it into any text field in TheraTap with just two clicks. This saves you several minutes per treatment and ensures that your entire team documents with the same quality.

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At a Glance

Write Once, Use Everywhere

A text template is instantly available in assessments, therapy plans, contracts, and messages.

13 Categories

From medical history to medication to nutrition — organize templates by topic so you can find them quickly.

Rich Text Editor

Format templates with bold, italic, lists, and tables — the content is inserted exactly as you designed it.

Shared Across the Team

All team members access the same pool. Changes are immediately visible to everyone.

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Where You Can Use Text Templates

Text templates are available wherever you enter text in TheraTap:

Area of Use	Typical Templates	How to Insert
Assessment & Medical History	Standard medical histories, finding patterns, palpation descriptions, gait analyses	Text template button in the editor field
Therapy Plans	Exercise instructions, aftercare notes, feeding recommendations	Text template button in the editor
Contracts & Documents	Consent forms, terms and conditions, treatment contracts	Text template button in the contract editor
Messages	Standard replies, appointment confirmations, preparation instructions	Text template button in the message field
Free-text Fields	Notes, comments, brief descriptions	Text template button next to the text field

Tip

In rich text editors, the template is inserted with all formatting. In simple text fields, the content is automatically converted to plain text — you do not need to worry about anything.

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Creating a Text Template

1. Open text templates

   Navigate to Settings > Text Templates and click + New Text Template.

2. Assign a title

   Enter a short, descriptive title — e.g., “Standard Medical History Horse” or “Aftercare Chiropractic”. The title helps you find it quickly later.

3. Assign a category

   Assign the template to one of the 13 categories so it is organized by topic:

   Category	Intended For
   Medical history	Background, owner report, symptom progression
   Finding patterns	Recurring clinical observations
   Diagnoses	Standard diagnoses and differential diagnoses
   Therapy	Therapy methods and treatment descriptions
   Therapy plans	Step-by-step instructions for follow-up care
   Medication	Dosage instructions, medication schedules
   Progress	Progress descriptions, comparisons to previous treatments
   Prevention	Preventive measures, prophylaxis notes
   Nutrition	Feeding recommendations, diet plans
   Exercise plans	Movement exercises, rehabilitation instructions
   Notes	General information and free text
   Tasks	Internal to-dos, reminders
   Appointments	Appointment reminders, follow-up recommendations

4. Write the content

   Write the template in the rich text editor. All formatting options are available:

   • Bold and italic for emphasis
   • Strikethrough for outdated information
   • Bullet and numbered lists for step-by-step instructions
   • Tables for clear presentations (e.g., medication schedules)

5. Save

   Click Save. The template is immediately available to all team members — everywhere in TheraTap.

Tip

Create both short, modular templates (e.g., a single therapy recommendation) and comprehensive templates (e.g., a complete standard medical history). This way, you can insert individual paragraphs or entire document templates depending on the situation.

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Inserting Text Templates

Inserting works the same everywhere — whether in the assessment, in the therapy plan, or in a message:

1. Click the template button

   In every text field, you will find the Text template button (document icon). One click opens the template selection as a popup.

2. Filter and search

   In the popup, you see all available templates. To find the right one quickly:

   • Filter by category: Click one of the category buttons at the top to show only templates of that category.
   • Full-text search: Type a search term — the search scans both the title and the content of all templates in real time.

3. Select a template

   Click the desired template. The content is immediately inserted at the current cursor position in your text field — with all formatting.

Note

You can insert multiple templates in succession in a text field and add custom text in between. This allows you to build complex documentation from reusable templates.

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Managing Text Templates

Under Settings > Text Templates, you have a complete overview:

Action	How to
Filter	Select a category to show only relevant templates
Preview	Click a template to see the formatted content in a preview
Edit	Open a template, adjust the title, category, or content, and save
Delete	Remove templates that are no longer needed with one click

Every change takes effect immediately for the entire team. When you update a template, everyone works with the new version from that moment on.

Caution

Previously inserted templates in existing treatments remain unchanged. When you update a template, it only affects future insertions — existing documentation is not retroactively changed.

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Available Offline Too

Text templates are automatically cached on your device. This means: even in offline mode — e.g., in the stable without mobile reception — you can access all your templates and insert them as usual. As soon as you are back online, new or modified templates are automatically synchronized.

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Practical Tips

• Standardize your team: Agree together on which templates are needed for your most common treatments. This ensures everyone on the team documents at the same level.
• Use categories consistently: The better you categorize templates, the faster you will find them in daily practice.
• Combine with the AI voice function: Dictate individual findings via the AI voice function and supplement them with text templates for standard sections — this produces a complete report in record time.
• Short + long: Keep frequently used sentences as short templates (e.g., “No abnormalities in the gait analysis”) and build comprehensive templates for initial medical histories or therapy plans.

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Frequently Asked Questions

Can all team members create text templates? Yes. Every team member can create, edit, and delete templates. All templates are automatically visible to the entire team.

Are existing treatments changed when I update a template? No. A text template is copied into the text field when inserted. Later changes to the template only affect future insertions.

How many text templates can I create? There is no upper limit. Create as many templates as you need.

Do text templates work on smartphones? Yes. The template selection is optimized for all screen sizes — including search and category filters.

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More Topics

• Assessment & Documentation — Document treatments professionally
• AI Voice Function — Dictate assessments hands-free
• Therapy Plans — Follow-up care instructions for pet owners
• PDF Export — Create professional reports
• Email Sending — Send assessments directly
• Documents & Contracts — Manage contracts and templates
• Offline Mode — Work without internet