> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/client-care-reference-data/client-note-templates.md).

# Client Note Templates

**Maica Client Care** offers the ability to configure client note templates as shown in the screenshot below.

<figure><img src="/files/vrg54eF5p9RXTs6u16DO" alt=""><figcaption></figcaption></figure>

A client note template offers you the following fields for configuration.&#x20;

| Field Name                | Description                                                                                                                                         |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Client Note Template Name | The name of the client note template which must be unique across all templates, as this serves as the Id of the template.                           |
| Description               | A short description of the client note template and its purpose.                                                                                    |
| Category                  | This will default the `Category` field on the [client note](/participant-management/record-client-notes.md) itself.                                 |
| Template                  | This is the actual template text that will be populated when using this client note template. This allows for formatting to be applied.             |
| Active                    | Determines if the client note template is active or not, and therefore available.                                                                   |
| Public                    | Determines if the client note template can be seen by all users or only the user who created it, in the other words a private client note template. |