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Custom templates let you structure notes to fit your specific workflow. Here’s how to build one:

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1. Open the Template Builder

  • Navigate to AI Studio > Template Builder.

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2. Create a New Template

  • Select Add Template and name it (e.g. “SOAP Note for Pediatrics”).

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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.

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4. Save and Apply

  • Click Save to finalize.

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Example Template Configurations

  • Subjective — Describe the patient’s symptoms, concerns, or changes since the last visit.
  • Objective — Document physical exam findings, vitals, or lab results.
  • Assessment — Summarize clinical judgment and diagnosis.
  • Plan — Outline treatment recommendations, medication changes, or follow-up plans.
  • Pre-Procedure Checklist — List all necessary pre-surgical checks.
  • Procedure Details — Document the step-by-step of the procedure performed.
  • Post-Procedure Plan — Outline post-operative care and follow-up instructions.

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Tips for Building Effective Templates

  • Keep Sections Specific — Avoid overly broad sections; each should have a clear purpose.
  • Continuously Refine — Adjust templates as clinical requirements evolve.
Adding instructions and an example for each section (e.g. Section: “History of Present Illness,” Instructions: “Describe the chief complaint, onset, duration, and pertinent positive/negative symptoms,” Example: a short sample note) helps ensure consistent, accurate data entry.