How to Set Up Your Custom Templates
Set up your templates in just three clicks:
Navigate to the Templates page by clicking "Templates" in the left sidebar menu.
Click the Create template button.
Enter a name for your template.
Paste your note template in the text area provided.
Click Confirm to save your template.
For templates with changeable parts, use the Create fixed template button instead. This is perfect for standardized content that includes patient-specific variables.
Using Fixed Templates
Standard content like surgical indications and billing justifications go outside the double curly braces
{{}}as these remain consistentPatient-specific details like names, conditions, dates, and specific findings go inside curly braces
{{patient condition}}to make them editable for each note
Bulk Template Upload
If you're migrating from another system and have 50+ templates to import, please contact our support team for assistance with bulk upload.
