Built-in templates are read-only, but you can copy any of them and make it your own, or start from scratch.
Customize a built-in template
- In Templates, open the template.
- Select Duplicate & customize. A private copy with “(copy)” at the end of its name opens in the editor.
- Make your changes, then select Save template.
Start from scratch
- In Templates, select New template.
- New templates start with Subjective, Objective and Assessment & Plan sections. Rename, reorder or remove them as you like.
- Select Save template.
What you can change
- Details: Name, Description (shown in the template picker), Specialty, Document type (clinical note, letter, patient document or form) and comma-separated Tags.
- Style: Verbosity (Concise, Standard or Detailed), Voice (Clinical or Patient-friendly), Perspective (third person, or first person as the clinician), Allow medical abbreviations, and Document-level instructions that apply to the whole document.
- Sections: each section has a title and instructions telling the AI what to write and what to leave out. Choose its Format (Auto, Paragraph, Bullets or Numbered list) and what happens If not discussed: Write “Not discussed” or Leave the section out. Use the arrows to reorder sections and Add section to add more, up to 40.
Share with your practice
Owners and admins see a Share with my practice switch. Shared templates are available to everyone in the practice, and only the person who created them and admins can edit them. Templates you don’t share are private to you.
Delete a template
On a template you can edit, open the ⋯ menu, select Delete template and confirm. Notes already written with it aren’t affected.
Tips for good instructions
- Be specific about what belongs in each section, for example “List each problem with its own plan”.
- Say what to leave out as well as what to include.
- Have an example note you like? Import it and Quillentra drafts the template for you.