> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Non-Visit Note Templates Guide

> Create and apply templates to Non-Visit Notes to standardize documentation for phone calls, care coordination, and other non-encounter interactions.

Non-Visit Note templates let care teams apply reusable, pre-built content to Non-Visit Notes. Templates reduce manual entry and support consistent documentation for high-volume, repeatable interactions that occur outside of a scheduled patient encounter.

## What are Non-Visit Note templates?

Non-Visit Note templates are reusable content structures that you can apply to a Non-Visit Note draft. Template functionality in Non-Visit Notes works similarly to Legacy Visit Note templates.

Non-Visit Notes are used to document interactions that occur outside of a scheduled encounter, such as phone calls, care coordination activities, and on-call line responses. Unlike Visit Notes, Non-Visit Notes:

* Do not appear as billable encounters
* Do not appear in regulatory encounter reports

Templates make this documentation faster and more consistent, especially for workflows like PACE on-call line documentation where every call must be recorded but should not be captured as an encounter.

## Setup

To use Non-Visit Note templates, your practice must:

* Use Non-Visit Notes in your workflow
* Have templates configured for use in Non-Visit Notes

## Open the Non-Visit Note template management window

1. Open a patient's chart.
2. Start a new **Non-Visit Note** from the chart.
3. In the Non-Visit Note draft, click the **Templates** button to open the template management window.

## Create a Non-Visit Note template

1. Open the template management window from within a Non-Visit Note draft.
2. Click **+ New Template**.
3. Enter a name for the template.
4. Add the content you want to reuse — structured text, prompts, or any documentation your team needs to capture consistently.
5. Click **Save**.

## Apply a template to a Non-Visit Note

You can apply one or multiple templates to a single Non-Visit Note.

To apply a single template:

1. Open the template management window from within a Non-Visit Note draft.
2. Click **Export to Note** next to the template you want to apply.

To apply multiple templates at once:

1. Open the template management window.
2. Select the checkboxes next to each template you want to apply.
3. Click **Export All Selected to Note**.

Applied template content is inserted into the Non-Visit Note draft and highlighted with a blue background so you can distinguish it from manually entered text.

## View or edit a Non-Visit Note template

1. Open the template management window from within a Non-Visit Note draft.
2. Click the template name to open it.
3. Make your edits and click **Save**.

## Delete a Non-Visit Note template

1. Open the template management window.
2. Locate the template you want to remove.
3. Click **Delete** next to the template.
4. Confirm the deletion.

## Frequently Asked Questions

### Can I use Non-Visit Note templates for PACE on-call documentation?

Yes. Non-Visit Notes are the recommended note type for documenting PACE on-call line interactions because they do not generate billable encounters or appear in regulatory encounter reports. Templates make it faster to capture these interactions consistently.

### Do Non-Visit Note templates work the same as Legacy Visit Note templates?

Yes. Template functionality in Non-Visit Notes works similarly to Legacy Visit Note templates.

### Can I apply more than one template to a single Non-Visit Note?

Yes. Select multiple templates in the template management window and click **Export All Selected to Note** to apply them all at once.

## Related Articles

* [Visit Note Templates Guide](/articles/elation-visit-note-templates)
* [Elation Note Guide — Managing Elation Note Templates](/articles/Elation-Note-Guide-Managing-Templates)
* [Templates Introduction — Template options in the EHR](/articles/templates-settings)