How to Create Note Templates

Use the guide below to build and personalize your own note template, so your notes are structured exactly how your practice prefers and automatically generated after each session.

Have existing templates? Email us your templates, and our team will help pre-load them for you.

1. Open Template Page

Click Scribe from the left navigation
Select Templates
On the Templates page, click Create Template (top right)

2. Choose Template Type

You can either:

Select a pre-loaded template from the Note Format dropdown
Or create a fully custom template

Enter a Template Name before continuing.

3. Sections & AI Instructions

This is where you define the structure and content of your generated notes.

Add and Configure Sections

Enter a Section Name (e.g., Chief Complaint, Treatment Plan, Exam Findings)
Click the + button to add the section
The Section Details panel will appear on the right

In AI Instructions, provide clear guidance on:

What information should be extracted from the session
How the section should be formatted
Any required tone or structure
Examples (optional but recommended)
Preset options the AI should choose from

Example AI Instruction

If your section is Treatment Plan, you might write:

"List all treatment options discussed with the patient based on the selected items. Available options include: Bridge, RPD, Extraction with bone graft, Ridge Augmentation, or Dental Implants. Only include options mentioned in the session. Leave blank if none discussed."

Clear, specific instructions produce the best results.

Important: Please save your progress incrementally by scrolling to the bottom of the page and clicking Save Changes.

4. Formatting Options

These settings control how the final note appears when generated or exported.

Section Headers

Recommended for referral letters, treatment summaries, or patient-facing documents.
When enabled, section titles will appear in the generated note and exported files (PDF/DOCX).

Include Signature

Adds the provider’s name and signature at the bottom of the note.
Recommended for referral letters and formal documents.

Auto-Generate Notes

When enabled, this template will automatically generate after every recording session.

Example: If you want SOAP Notes created automatically for every consult, turn this ON.

5. Save Template

After completing setup:

Review your sections and formatting
Click Save Changes

Your template is now ready to use.

Next Step: Inserting Letterhead Images/Header/Footer