What are Templates?
Templates in PatientNotes define how your clinical notes are structured and formatted. When you generate a note, the AI organizes the transcript content according to the template you select.
AI-Powered Formatting
Templates guide the AI to extract and organize specific types of information. A psychiatry template knows to include mental status exam; a SOAP template focuses on the classic four sections.
Template Topics
Learn everything about templates in PatientNotes:
Built-in Template Library
PatientNotes includes a comprehensive library of templates for common documentation needs. Here are some of the most popular:
SOAP Note
Standard Subjective, Objective, Assessment, Plan format
Best for: Most outpatient visits
H&P (History & Physical)
Comprehensive intake documentation
Best for: New patient visits, hospital admissions
Progress Note
Streamlined follow-up documentation
Best for: Follow-up visits, chronic care management
Procedure Note
Documentation for in-office procedures
Best for: Minor procedures, injections, biopsies
Psychiatric Evaluation
Mental health assessment with MSE
Best for: Initial psych evaluations, mental health visits
Telehealth Note
Optimized for virtual visits
Best for: Video/phone consultations
Choosing the Right Template
Selecting the right template for your visit type improves documentation quality and saves editing time.
General Guidelines
Match Visit Type
New patient? Use H&P. Follow-up? Use Progress Note. Simple visit? SOAP works great.
Consider Specialty Needs
Specialty templates include relevant sections. Psych evals need MSE; cardiology notes need cardiac-specific findings.
Think About Billing
Choose templates that capture the elements needed to support your billing level. More complex visits need more detailed templates.
Set a Default
Template Features
Templates in PatientNotes are more than just formatting—they guide the AI to produce better, more relevant documentation.
Section Definitions
Templates define which sections appear and what content belongs in each.
Smart Defaults
Templates can include default text for common phrases or findings.
Specialty Context
Specialty templates understand relevant terminology and documentation requirements.
Formatting Rules
Control whether output uses bullets, prose, headers, or other formatting.
Create Custom Templates
Can't find the perfect template? Create your own. Custom templates let you define exactly what sections you want and how content should be formatted.
Custom Template Benefits
- ✓Match your exact documentation style
- ✓Include specific sections for your specialty
- ✓Add default text and smart phrases
- ✓Share with your team for consistency
Quick Tips
Favorite your most-used templates for quick access when starting new sessions.
Try different templates with the same recording to see which output you prefer.
Customize built-in templates by duplicating them and making modifications.
Share templates with colleagues to ensure consistent documentation across your practice.
Get Started
Explore our built-in templates or learn how to create your own custom formats.