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Using custom note templates
Using custom note templates

Learn how to get started with custom note templates

Mark Backman avatar
Written by Mark Backman
Updated over a week ago

**Custom templates can be created and edited on web and desktop only. Once created custom templates can be used on any platform**

What Are Note Templates?

Note templates in Ambient Scribe allow you to predefine the structure and content of your clinical notes. By creating custom templates, you can specify the sections, details, and formatting to ensure that all your notes are consistent and comprehensive. These templates can be used for various types of patient encounters, from annual wellness checks to specific conditions like flu or strep throat.

How to create a template

You'll find the template editor in Settings > Templates. Here, you'll see your existing templates.

To create a new template, click the Create template button. This will open the template editor. Enter:

  • Name: Used to identify your template in the settings menu.

  • Instructions: Tell Ambient Scribe how to structure your notes and what information to capture.

  • Example note: Provide an example note to reinforce the structure and format of your notes.

Once you've finished, click Create template to create your template.

Using your custom templates

In Settings > Note, you'll find a Note template option, which allows you to select your default template. This template will be used by default when you create a note.

Switch note templates frequently? You can change your note selection before you generate your note.

Managing Your Templates

You can review and manage your created templates in the Settings > Templates by clicking for any note.

You can:

  • Edit an existing template: Select the template you want to modify, make your changes, and save.

  • Duplicate a template: Use this feature to create a similar template with slight modifications.

  • Delete a template: Remove templates that are no longer needed.

Tips to Get the Most Out of Your Templates

  • Be Detailed: Ensure your instructions are clear and comprehensive to avoid any ambiguity.

  • Use Standardized Sections: Follow common clinical note structures like SOAP (Subjective, Objective, Assessment, Plan) or H&P (History and Physical) to maintain consistency.

  • Regularly Review and Update: Periodically review your templates to ensure they meet current clinical guidelines and your practice’s needs.

  • Leverage Examples: Use the example note to illustrate the desired format and content, making it easier for Ambient Scribe to follow.

By creating and customizing your note templates in Ambient Scribe, you can streamline your documentation process, ensure consistency, and enhance the quality of your clinical notes.

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