Templates give clinical notes a consistent starting point. Build sections that match your workflow, or use a classic template with default text.
Templates are available on Solo and above. Owners and admins manage them from the Note Templates page.
The walkthrough uses a fictional Riverstone practice and a manually written example. It demonstrates the editor and template tools, not an AI-generated note or a transcription session.
Create a template with sections
- Open Note Templates and choose New template.
- Under Build your own, choose Edit the example, then Continue.
- Give your new template a name.
- Use Add section to choose a field type. Open a section to edit its Label, Type and SOAP part, and add choices where the field needs them.
- Drag sections to change their order, or use the move buttons. Remove sections you do not need.
- Try the preview, then choose Save template when the structure is ready.
Section editing needs a computer. On a smaller screen you can preview the note and edit the template's details.
Choose the fields you need
- Text leaves room for free writing.
- Choice lets the practitioner select one answer.
- Chips let them select or enter short terms.
- Scale captures a rating within a range.
- Checklist captures multiple selections.
- Body chart places marks on a body diagram.
The section menu also offers measurements and rows for structured entries. Keep the form focused on the information your practice needs for that visit.
Try it before using it
In Preview, choose Try it to type example answers and use the fields. These answers stay in the preview and are never saved to a client's chart.
Switch to Edit the example to change the structure directly in the preview. You can rename a section, add an option or remove a section. These structural changes become part of the template when you save it; the example answers do not.
Starting points and classic templates
Practice packs provide templates suited to your discipline. Use All packs to explore more starting points. When available, Describe it and From a past note use AI to draft a structure for you to review. The walkthrough takes the manual example route.
Classic templates remain available for SOAP or narrative default text. Opening a classic template lets you edit that text. Use a template with sections when you need choices, scales, body charts or checklists.
Use a template
Choose the services that should start with a template, or pick it from the template menu when writing a note. Check that the selected structure fits the visit before documenting it.
Manage templates
- Open a template card to edit its structure or default text.
- Use Details to change its name, service assignment, practitioner or default setting.
- Delete removes a template from the library. Notes already written with it keep their content.
AI Scribe instructions
If your practice has the AI Scribe add-on, an AI Scribe button appears at the top of the Note Templates page. It opens practice-wide instructions that apply to every AI Scribe note (your house style, terminology you prefer, etc.). Templates don't have their own instructions you can edit here, though some templates carry instructions added outside the app (for example during a data migration) that the scribe still applies. See AI Scribe.
Tips
- Make a template per session type (initial consult, follow-up, discharge) rather than one giant catch-all.
- Use clear section labels and a short set of relevant choices.
- Try the example after changing field types or options, then save the reusable template.