Want to tailor your note templates to your own workflow? Here's how to duplicate an existing template and make it your own — whether it’s one provided by the system or one your team already created.
Step-by-Step: Copying a template
Navigate to 'Settings' and select 'Templates' and 'Notes'.
Browse the list to locate the template you'd like to customise.
Click on the template name to open it in preview/edit mode.
Copy the text from the 'Note' section.
Click on 'New note' in the top right.
Give the duplicated template a new name so you can easily identify it later.
Make your edits as needed - Adjust sections, brackets, bullet points, and fixed text as needed. Use the clinical notes best practice guide to structure your template for the best results when using clinical AI notes.
Click 'Save' to add it to your account templates. It’s now ready to use and share with your team if needed.
Why copy instead of starting from scratch?
Starting from an existing template gives you:
A reliable base structure
Built-in formatting for AI use
Less chance of missing key sections
Faster setup
Tips for editing templates for clinical AI notes
Use clear headings (e.g. Chief Complaint)
Include bracketed options (e.g.
[None / Mild / Severe])Add bullet points or numbering for lists
Write recurring phrases exactly how you want them to appear