Efficient Clinical Documentation with Note Templates

Note templates help you quickly structure and document clinical encounters by inserting pre-written content into your notes. They work seamlessly with Scribe, our AI-powered assistant, to reduce repetitive typing, maintain consistency, and save time across patient visits.

Managing Your Note Templates

To manage templates:

1. Go to Practice Settings.
2. Select the Templates tab.
3. From here, you can add, edit, or delete your note templates.

Creating a New Template

• Click + Note template.

  Use the text editor to create your content. Templates can include:

  • Nested templates
  • Variables
  • The note blocker {{!}}
• Need inspiration? Click the pencil icon to open Scribe. Enter a prompt describing what you want, and Scribe will generate a draft for your template.

• For tips on creating effective Scribe-enabled templates, see Best Practices for Creating Scribe-Enabled Templates.

Using Templates in Your Notes

You can insert templates in two ways:

• While writing a note: Type /  to bring up your list of templates and select one to insert.

• When starting with Scribe: Open Scribe and select a template before you begin recording. This ensures your notes follow your preferred structure from the start. Learn more here.