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Using Custom Note Templates

Learn how to get started with custom note templates

Wesley Combs avatar
Written by Wesley Combs
Updated over a week ago

Using Custom Note Templates

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

Overview

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 save 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 using the template dropdown.

Managing Your Templates

You can review and manage your created templates in Settings > Templates by clicking the action menu (⋮) for any template.

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.

Testing Your Templates

All the templates you create are only starters. Please utilize the template editor to modify them. You can replay a sample transcript through the template by selecting it in the recordings panel (bottom left next to "Begin Recording" and the red button). Simply select the template and go to the note and click the dropdown next to save and select Regenerate. It will run through the newly selected template.

Note: This will build a new note, so please be aware that this would require recovery if you wanted the specific version back.

EHR Integration Templates

If you use an EHR system with Ambient Scribe, your templates need to follow specific naming conventions and section formats for proper integration:

Using the Phin AI Template Editor

Want help creating or improving your templates? Check out our guide on the Phin AI Template Editor, which provides AI-assisted template creation and optimization.

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