AI-Generated Templates

AI Template Generation

PatientNotes can create custom templates based on your description. Simply tell the AI what kind of documentation you need, and it will generate a complete template.

Instant Creation

Generate a fully structured template in seconds. The AI understands medical documentation standards and specialty requirements.

Creating an AI Template

Follow these steps to generate a template with AI:

Go to Templates in the navigation
Click "Create Template"
Select "Generate with AI"
Describe the template you want
Click "Generate"
Review and customize the result
Save your template

AI Suggestions

The AI may suggest additional sections or modifications based on best practices for your specialty.

Writing Effective Descriptions

The better your description, the better your template. Here's how to write effective prompts:

Be Specific

Include your specialty, the type of visit, and any specific sections or requirements you need.

Good Examples

Good:

"Create a SOAP note template for a primary care annual physical exam. Include comprehensive review of systems, preventive care recommendations, and health maintenance sections."

Good:

"Generate a psychiatric initial evaluation template. Include mental status exam, mood assessment, suicide risk screening, and treatment plan with medication reconciliation."

Less Effective Examples

Too vague:

"Make a doctor template"

Too generic:

"Create a medical note"

Include Context

Mention your specialty, practice type (outpatient, inpatient, urgent care), and any regulatory requirements (e.g., "Medicare documentation requirements").

What AI Creates

The AI generates a complete template structure including:

Template name — A descriptive name for easy identification
Description — When and how to use the template
Sections — Organized headings with appropriate order
Section descriptions — Instructions for each section
Default content — Standard phrases where appropriate

Ready to Use

AI-generated templates are immediately usable. You can start recording sessions right away, or customize further.

Refining Your Template

After generation, you can refine the template:

Regenerate

Not happy with the result? Click "Regenerate" and try a different description. The AI will create a new template from scratch.

Edit Sections

Manually adjust any section:

Add or remove sections
Rename section titles
Modify section descriptions
Reorder sections by dragging

Use the "Refine with AI" option to make specific changes:

"Add a medication reconciliation section"
"Make the Assessment section more detailed"
"Add ICD-10 code placeholders to each diagnosis"

Iterative Process

Template creation is iterative. Generate a starting point, then refine until it matches your workflow perfectly.

Best Practices

Start with a clear use case — Know exactly what type of visit or encounter the template is for.

Include specialty context — The AI tailors templates differently for cardiology vs. psychiatry.

Test with real recordings — Use the template with actual sessions to see how it performs.

Iterate and improve — Refine based on the notes it generates.

Next Steps

Learn about creating templates manually for complete control.

Manual Templates Back to Templates