Carepatron default templates

I built three templates in Carepatron.

They are private in the Riverside Psychology test workspace. Two are ready for Dylan to review. One exposed a product issue that should be fixed before release.

Nothing sent, shared or published · Default Intake still has 0 files

What exists in Carepatron

Ready for Dylan review

Behavioral Health Therapy Progress Note v1

A routine clinical note with bounded AI assistance and human-owned clinical decisions.

  • Session date
  • Session format In person · Video · Phone · Other
  • Data Required · AI drafts only from the encounter; no invented facts
  • Risk and safety Required human selection, plus optional details
  • Assessment Required · clinician owned
  • Plan Required · clinician owned
Ready for Dylan review

Collaborative Treatment Plan & Review v1

A short shared plan built around measurable goals and a clear review date.

  • Primary goal
  • How progress will be measured
  • Agreed actions and supports
  • Client perspective and agreement
  • Review date or interval
Product issue found

Insurance & Billing Information v1

A structured intake using Carepatron’s native demographic and insurance-policy blocks.

  • Demographic information Native Carepatron block
  • Insurance policies Native Carepatron block
  • Multiple policies and policyholder data Supported by the native workflow
Why the insurance form is not ready: Carepatron’s demographic block shows both “Gender” and “Sex.” That duplication needs a product/data-model decision before this becomes a default.

What Dylan needs to decide

Keep the current 20 profession choices?This avoids changing signup or building a new routing system.
Approve the proposed pack size?95 default placements across 20 professions, plus 8 specialist templates in the library only.
Keep templates available, not auto-sent?Nothing goes into Default Intake without a separate decision.
Use a gated release?New workspaces only. Each template needs an approved Carepatron ID and version before it can seed.

What remains before release

Clinical reviewA practitioner from each profession approves terminology, scope and required fields.
Billing approvalDavid/RCM and compliance approve the insurance and financial-responsibility forms.
EngineeringCreate the canonical template IDs, seed them for new workspaces and keep a simple rollback.

Appendix

The supporting detail is here if Dylan wants it. It is deliberately out of the main path.

Profession packs 20 professions · 95 default · 8 library-only

Each profession gets four to six common workflows. Specialist or higher-risk workflows stay in the library until deliberately selected.

David / RCM recommendation 2 forms
  1. Insurance information & demographics — structured payer and policy data, multiple policies, card images and policyholder details.
  2. Financial responsibility & assignment of benefits — separate form, pending David/RCM and compliance approval.

Recommendation: put both in an Insurance & billing folder for approved US healthcare professions. Keep them available, not auto-sent.

Safety record No client activity

The three new templates and three earlier pilot templates remain private. No client record, note, response, submission, share link, Community item or Default Intake workflow was created.