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Template Marketplace: Browsing and Installing Templates

Wesley Combs avatar
Written by Wesley Combs
Updated this week

Template Marketplace: Browsing and Installing Templates

Article Type: User Guide
​ Target Audience: All Ambient Scribe users
​ Last Updated: January 2026

Overview

The Template Marketplace is your one-stop destination for discovering professional clinical note templates. Whether you're looking for specialty-specific templates or general-purpose note formats, the marketplace offers a curated collection of templates designed by clinical experts.

Accessing the Template Marketplace

There are multiple ways to access the Template Marketplace:

Quick Access from Encounter Settings

  1. Click the settings icon next to the "Begin encounter" button

  2. Look for the teal shopping bag icon next to "Template:"

  3. Click the icon to open the Template Marketplace

From the Settings Menu (Cog Icon)

  1. Click the gear icon in the top-right corner of the screen

  2. Select "Marketplace" from the dropdown menu

  3. The Template Marketplace will open in a full-screen modal

From the Settings Page

  1. Navigate to Settings > Templates

  2. Click the "Browse Marketplace" button

  3. Explore available templates

Browsing Templates

Use the search bar at the top of the marketplace to find templates by:
- Template name
- Description keywords
- Specialty terms

Filter Options

The marketplace provides several filters to help you find the right template:

By Specialty
- Filter templates by medical specialty (Cardiology, Dermatology, Family Medicine, etc.)
- Select a specialty from the left sidebar to see relevant templates

By Category
- SOAP Notes
- History & Physical
- Progress Notes
- Consultation Notes
- Procedure Notes
- And more...

By EHR System
- All Templates (EHR-agnostic)
- Veradigm-optimized
- TouchWorks-optimized

Featured Templates
- Toggle "Featured Only" to see staff-picked, high-quality templates

Template Cards

Each template card displays:
- Template Name - The name of the template
- Specialty - Which medical specialty it's designed for
- Description - What the template includes and its use case
- Install Count - How many users have installed this template
- Author - Who created the template
- Install Button - One-click installation

Installing Templates

To Your Personal Library

  1. Browse or search for a template you want

  2. Click the "Install" button on the template card

  3. The template is instantly added to your personal template library

  4. The button changes to "Installed" to confirm

What Happens After Installation

  • The template appears in your "My Templates" section in the template picker

  • You can immediately use it for your next encounter

  • The template can be customized after installation (it's your copy!)

Checking Installation Status

Templates show different button states:
- Install - Template not yet in your library
- Reinstall - Template was previously installed (you can re-download it)
- Install New Version - A newer version exists in the marketplace

Managing Installed Templates

Using Installed Templates

  1. Start a new encounter

  2. Open the template picker (click the Template dropdown)

  3. Find your installed template under "My Templates"

  4. Select it and begin your encounter

Editing Installed Templates

Once installed, templates are yours to customize:
1. Go to Settings > Templates
2. Find the installed template in your list
3. Click to edit the instructions or example note
4. Save your changes

Uninstalling Templates

If you no longer need a template:
1. Go to Settings > Templates
2. Find the template you want to remove
3. Click the delete icon to remove it from your library

Tips for Success

  • Try before you commit: Read the full description and preview before installing

  • Customize after installing: Make the template your own by adjusting sections

  • Check for updates: Periodically browse the marketplace for new templates in your specialty

  • Use the right specialty filter: Templates are optimized for specific specialties

Frequently Asked Questions

Q: Are marketplace templates free?
A: Yes! All templates in the marketplace are included with your Ambient Scribe subscription.

Q: Can I edit a marketplace template after installing it?
A: Absolutely! Once installed, the template is your copy to customize however you like.

Q: Will my customizations be lost if I update a template?
A: When you update to a newer version, it will create a new copy. Your customized version remains untouched.

Q: How often are new templates added?
A: Our team continuously adds new templates based on user feedback and clinical needs.

Q: Can I suggest a new template?
A: Yes! You can submit your own templates for review. See our guide on "Submitting Templates to the Marketplace."

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