Templates decide how your notes are written: which sections appear, what goes in each one, and the style. Quillentra includes 40 built-in templates: 32 clinical notes (such as SOAP, H&P, progress notes and specialty notes), 6 letters, patient instructions and a work or school excuse note. You can also create your own.
Find a template
- Select Templates in the sidebar.
- Search by name, specialty or tag, pick a specialty, or use the filters: All, Favorites, Custom (yours and your practice’s), Notes, Letters, Patient documents and Forms.
- Open a template to see its sections and the instructions the AI follows.
Favorites and your default
- Select the star on a template card or at the top of the template’s page. Favorites appear first when you pick a template for a visit.
- On a template’s page, open the ⋯ menu and select Make my default. Your default is preselected in Visits. If you haven’t chosen one, SOAP Note is used.
Use a different template for a visit
Picked the wrong template? Open the note, open the ⋯ menu, select Regenerate…, choose another template and select Regenerate. The note is rewritten in the new template, and the previous text is kept in version history.