Custom templates let you structure notes to fit your specific workflow. Here’s how to build one:
1. Open the Template Builder
- Navigate to AI Studio > Template Builder.
2. Create a New Template
- Select Add Template and name it (e.g. “SOAP Note for Pediatrics”).
3. Add Sections
- Define the structure of your note by adding headers like “Chief Complaint” or “Plan”.
- Add instructions that each section in the note must follow.
- Use the Move Up and Move Down options to reorder sections as needed.
4. Save and Apply
- Click Save to finalize.