Manual Template Creation
For complete control over your template structure, create templates manually. This approach is ideal when you have specific requirements or want to replicate existing documentation formats.
Full Control
Manual creation lets you define every section, description, and setting exactly how you want it.
Creating a Template from Scratch
Follow these steps to create a new template manually:
- Go to Templates in the navigation
- Click "Create Template"
- Select "Start from Scratch"
- Enter a template name
- Add a description (optional but recommended)
- Start adding sections
Name Wisely
Adding Sections
Sections are the building blocks of your template. Each section becomes a heading in your generated notes.
Adding a Section
Click "Add Section" to create a new section. Each section needs a title and description.
Section Title
The title appears as the heading in your generated note. Common examples:
- Chief Complaint
- History of Present Illness
- Review of Systems
- Physical Examination
- Assessment
- Plan
Section Description
The description tells the AI what to include in this section. Be specific:
Example description:
"Document the patient's chief complaint in their own words. Include onset, duration, severity, and any alleviating or aggravating factors. Note associated symptoms."
Ordering Sections
The order of sections in your template determines the order in generated notes.
Drag to Reorder
Click and drag sections to change their order. The new order is saved automatically.
Standard Documentation Order
For SOAP notes, a typical order is:
- Chief Complaint
- History of Present Illness
- Past Medical History
- Medications
- Allergies
- Review of Systems
- Physical Examination
- Assessment
- Plan
Starting from an Existing Template
Rather than starting from zero, duplicate an existing template and modify it.
Duplicate to Customize
Find a similar template, click "Duplicate", then modify it to your needs. This saves time and ensures you don't miss important sections.
How to Duplicate
- Go to Templates
- Find a template similar to what you need
- Click the menu icon (⋮) on the template card
- Select "Duplicate"
- The copy opens in the editor
- Rename and modify as needed
System Templates
Template Settings
Configure your template's metadata and behavior.
Name
A clear, descriptive name helps you find the template quickly.
Description
Explain when and how to use this template. Helpful for team members.
Specialty
Tag with your specialty for better organization and filtering.
Default Template
Set as your default so it's automatically selected for new sessions.
Pin Template
Pin frequently used templates so they appear at the top of your list.
Testing Your Template
Before using a template in production, test it with sample recordings.
Testing Steps
- Create a test session
- Record a sample encounter (or use an existing recording)
- Select your new template
- Generate the note
- Review the output
- Adjust the template if needed
Iterate
Next Steps
Learn advanced customization options for your templates.