A powerful new layout builder for case note templates gives you full control over how your notes are structured, with sign-off workflows to support clinical governance.

Template Editor

• Row-based layout builder with 1–4 columns and configurable widths
• Drag-and-drop reordering with up to 50 rows
• Rich text blocks with labels, precanned text, and mandatory toggle
• Static Title/Description blocks and horizontal dividers
• Template preview and one-way Simple → Custom migration

Practitioner Experience

• Full custom layout rendering with real-time mandatory progress bar
• Sign to Complete — signature editor (draw, type, or upload), gated on all mandatory fields being filled
• Signed notes become permanently read-only with layout and signature preserved
• Auto-save on all drafts

Notes List

• Draft/Signed badges for sign-enabled notes
• Incomplete badge for unfilled mandatory fields
• Attachment count includes rich text attachments

Good to Know

• Responsive column stacking on narrow panels
• Full group case note support
• Signed notes cannot be amended
• Template edits don’t affect existing notes