Creating Custom Note Templates

A custom template tells Clinic Scribe exactly how to structure your notes: which sections to write, in what order, and what each one should contain. Once you save it, you can apply it to any session, set it as your default, and regenerate past sessions with it. It is how you get the AI to write in your format instead of a generic one.

How to create a template

1. Open Note Templates and create a new template.
2. Add your sections in the order you want them, for example History, Mental Status, Risk Assessment, Plan.
3. Write a short instruction for each section, telling the AI what belongs there and in what tone.
4. Save it. It now appears next to the built-in formats whenever you generate a note.

The per-section instruction is the part that makes templates powerful. "Summarize the risk assessment in three sentences, flag any suicidal ideation explicitly" produces a very different section than a generic prompt, and it does so on every note.

What templates are good for

• Therapist note templates that follow your practice's documentation standard.
• Specialty structures the standard formats do not cover, like assessment-heavy intakes.
• Keeping wording and structure consistent across a group practice.

Defaults, language, and your in-session notes

Set a default note format so every session starts in your structure, and choose your output language: notes come out in English or Spanish regardless of what was spoken in the visit. Anything you jot in the Quick Bar during the session is also fed into generation, so a template plus a quick note steers the result precisely.