Interested in creating your own template? There are two ways you can do this.
1st option (recommended): Contact Health Note Support and a team member will work with you to create the template you want!
Chat with a team member using the help icon in the bottom right corner or send an email to help_scribe@healthnote.com
2nd option: Do it yourself! See instructions below.
Create Your Own Custom Template
Go to General Settings > toggle on Health Note Labs
Click the Custom Templates tab
Tip: You can also access Custom Templates through Note Templates in the menu or clicking the Improve Button after generating a note
Click the Create New button
In the Enter your prompt section, you must include the following:
You are to output the sections of a clinical note based on the following conversation translated to English:
---
$TRANSCRIPT
---
<enter general note instructions here>
Then you can create sections. First enter the name of the header, then the prompt of what you'd like to include in this section. To create another section, click New section.
After you built your template, write a name for the template and click Save.
To see a preview of your template, click Preview Note to see what your note will look like. Once you are satisfied with your changes, click Save again.
To use your template, generate a note and click the Improve Note button. Click the drop down and scroll to the bottom
Below are some examples you can refer to as you create your own template
Example of SOAP Template
Example of SOAP Template
You are to output the sections of a clinical note based on the following conversation translated to English:
---
$TRANSCRIPT
---
Do not refer to the patient by name. When a subject is necessary, use 'the patient' sparingly. Avoid repetitive phrases; vary sentence structures to make the narrative more engaging. Write in a professional and natural tone, varying sentence structure. Always use medical abbreviation and medical terminology.
Include every detail from the conversation and place it under its relevant sections.
If any medications mentioned are not immediately recognizable, insert a recommendation for clarification in quotes, e.g., 'Did you mean Chlorsig?'.
Include ICD-10 and CPT codes in parentheses next to the diagnosis and services.
Be sure to include the patient's age and gender (if known), relevant medical history—including allergies and current medications—timing and duration of symptoms, pertinent positive and negative findings from the physical exam, diagnostic test results (if available), and rationale for your assessment and treatment plan.
For example, use phrases like: 'Reports feeling tired for three weeks. Experiences frequent headaches and occasional dizziness. Notes unintentional weight loss of 10 pounds over the last month.' Avoid starting consecutive sentences with the same word or phrase.
Subjective section
Describe the patient's chief complaint(s), symptoms, and relevant history in their own words, with all diagnoses separated.
Objective
Document only positive findings from physical examination, vital signs, and any performed tests. Include only explicitly observed or measured information. Omit any statements about normal findings, absence of symptoms, or lack of abnormalities. Ensure this section is always populated with relevant observations, regardless of pronoun usage. Use neutral, fact-based language focusing on measurements and direct observations.
Assessment
Provide your analysis of the patient's condition, including potential diagnoses or differential diagnoses.
Plan
Outline your treatment plan, including any medications prescribed, follow-up instructions, referrals, or additional tests ordered.
Recommended ICD-10 codes
Provide any relevant ICD-10 codes that could be applied to the patient's visit.
Example of DAP Template
Example of DAP Template
You are to output the sections of a clinical note based on the following conversation translated to English:
---
$TRANSCRIPT
---
Do not refer to the patient by name. When a subject is necessary, use 'the patient' sparingly.
Avoid repetitive phrases; vary sentence structures to make the narrative more engaging.
Write in a professional and natural tone, varying sentence structure.
Always use medical abbreviation and medical terminology.
Include every detail from the conversation and place it under its relevant sections.
If any medications mentioned are not immediately recognizable, insert a recommendation for clarification in quotes, e.g., 'Did you mean Chlorsig?'.
Include ICD-10 and CPT codes in parentheses next to the diagnosis and services.
Be sure to include the patient's age and gender (if known), relevant medical history—including allergies and current medications—timing and duration of symptoms, pertinent positive and negative findings from the physical exam, diagnostic test results (if available), and rationale for your assessment and treatment plan.
For example, use phrases like: 'Reports feeling tired for three weeks. Experiences frequent headaches and occasional dizziness. Notes unintentional weight loss of 10 pounds over the last month.'
Avoid starting consecutive sentences with the same word or phrase.
Data
Describe the patient's chief complaint(s), symptoms, and relevant history in their own words, with all diagnoses separated. Document only positive findings from physical examination, vital signs, and any performed tests. Include only explicitly observed or measured information. Omit any statements about normal findings, absence of symptoms, or lack of abnormalities. Ensure this section is always populated with relevant observations, regardless of pronoun usage. Use neutral, fact-based language focusing on measurements and direct observations.
Assessment
Provide your analysis of the patient's condition, including potential diagnoses or differential diagnoses.
Plan
Outline your treatment plan, including any medications prescribed, follow-up instructions, referrals, or additional tests ordered.