Manage Document Templates

Document templates define the structure of clinical documents generated from your transcription sessions. Templates can be SOAP notes, referral letters, discharge summaries, or any custom format your practice uses.

Accessing templates

Navigate to Templates in your organization sidebar. You'll see your templates organized by view - My Templates, Favorites, Organization, and Public.

Creating a template

1. Click New Template

Click the New Template button to open the template editor.

2. Configure template settings

• Name - A descriptive name (e.g., "SOAP Note - Family Medicine")
• Category - Select or create a category for organization
• Visibility - Choose whether the template is private to you or shared with your organization

3. Define the template structure

Use the editor to define sections and content. Templates support:

• Static text - Headers, labels, and boilerplate content
• AI-generated sections - Sections that are automatically filled using the transcription content
• Placeholders - Fields to be filled in manually (patient name, date, etc.)

4. Save the template

Click Save to make the template available for use in transcription sessions.

Using templates in sessions

After completing a transcription session:

1. Open the session
2. Click Generate Document
3. Select a template from the list
4. The AI will populate the template using the transcription content
5. Review and edit the generated document

Organizing templates

• Categories - Group templates by type (Progress Notes, Referrals, Procedures)
• Favorites - Star frequently used templates for quick access
• Copy - Duplicate an existing template to use as a starting point

Sharing templates

Organization-shared templates are available to all members. Only admins and owners can modify shared templates. Private templates are visible only to you.