Built-in Templates | Templates | PatientNotes Help

Template Library

PatientNotes includes a comprehensive library of built-in templates designed by clinicians for common documentation needs. These templates are optimized for AI note generation and follow standard documentation practices.

Template detail view showing sections and formatting options — View template details including sections, formatting, and instructions

Favorites

Mark frequently used templates as favorites by clicking the star icon. Favorites appear at the top of your template list for quick access.

General Templates

These versatile templates work for most clinical encounters across all specialties.

SOAP Note

History & Physical (H&P)

Comprehensive intake documentation with detailed history sections. Ideal for new patients or complex cases requiring thorough documentation.

Sections: Chief Complaint, HPI, PMH, PSH, Family History, Social History, Medications, Allergies, ROS, Physical Exam, Assessment, Plan

Progress Note

Streamlined format for follow-up visits. Focuses on interval changes, current status, and ongoing treatment.

Sections: Interval History, Current Medications, Vitals, Brief Exam, Assessment, Plan Updates

Procedure Note

Documentation for in-office procedures. Includes indication, consent, technique, and post-procedure instructions.

Sections: Indication, Pre-procedure Assessment, Consent, Procedure Details, Findings, Complications, Post-procedure Care

Telehealth Note

Optimized for virtual visits with appropriate attestations and limited physical exam documentation.

Sections: Visit Type, Technology Used, Patient Location, HPI, Virtual Exam, Assessment, Plan, Telehealth Attestation

Specialty Templates

Specialty-specific templates include relevant sections and terminology for focused clinical documentation.

Psychiatry & Mental Health

Psychiatric Evaluation

Comprehensive initial psychiatric assessment including detailed MSE.

Sections: Chief Complaint, HPI, Psychiatric History, Substance Use, Mental Status Exam, Risk Assessment, Diagnosis, Treatment Plan

Psych Progress Note

Follow-up psychiatric visit with interval history and current symptoms.

Sections: Interval History, Medication Review, Current Symptoms, Brief MSE, Risk Assessment, Plan

Cardiology

Cardiology Consultation

Comprehensive cardiovascular evaluation with cardiac-specific history and exam findings.

Sections: Reason for Consultation, Cardiac History, Risk Factors, Cardiac ROS, CV Exam, ECG/Studies Review, Assessment, Recommendations

Cardiology Follow-up

Follow-up visit focusing on cardiac condition management and risk factor control.

Sections: Interval History, Symptoms, Medications, CV Exam, Recent Studies, Assessment, Plan

Primary Care & Internal Medicine

Annual Wellness Visit

Comprehensive annual exam with preventive care elements and health risk assessment.

Sections: Health Risk Assessment, Preventive Services, Chronic Conditions Review, Medications, Exam, Screenings Due, Care Plan

Chronic Care Management

Structured documentation for chronic disease management visits.

Sections: Conditions Addressed, Symptom Review, Med Reconciliation, Goals Review, Exam, Care Plan Updates

Pediatrics

Well Child Visit

Age-appropriate wellness exam with developmental assessment and immunization review.

Sections: Growth Parameters, Development, Nutrition, Safety/Behavior, Physical Exam, Immunizations, Anticipatory Guidance

Pediatric Sick Visit

Acute illness evaluation for pediatric patients.

Sections: Chief Complaint, HPI (including exposures), Review of Systems, Exam, Assessment, Treatment Plan, Return Precautions

Urgent Care & Emergency

Urgent Care Visit

Efficient documentation for episodic urgent care encounters.

Sections: Chief Complaint, HPI, Pertinent PMH, Focused Exam, Assessment, Disposition, Follow-up Instructions

ED Note

Emergency department documentation with medical decision making.

Sections: Chief Complaint, HPI, ROS, PMH/PSH/Meds/Allergies, Physical Exam, Studies, MDM, Assessment, Disposition

Using Built-in Templates

Built-in templates are ready to use immediately. Here's how to get the most from them:

Accessing Templates

Start or open a session
Switch to the Notes tab
Click "Select Template"
Browse or search the template library
Click a template to select it

Favoriting Templates

Click the star icon next to any template to add it to your favorites. Favorites appear at the top of your template list for quick access.

Setting a Default Template

To set a default template that's pre-selected for new sessions:

Go to Settings → Templates
Select your preferred default template
New sessions will automatically use this template

Customizing Template Output

While you can't modify built-in templates directly, you have several options to customize the output:

Edit After Generation

Make direct edits to the generated note or use the AI assistant to modify sections.

Duplicate & Customize

Duplicate any built-in template to create a custom version that you can modify to your preferences.

Create from Scratch

Build a completely custom template using our template builder if built-in options don't meet your needs.

Next Steps

Want to create templates tailored to your exact needs? Learn how to build custom templates.

Custom Templates Back to Templates