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Template customization

Our self-customizable template is now available! You can easily customize your SOAP templates to fit your workflow.

Written by Melissa Duarte

To customize your SOAP template, follow these simple steps:

  1. Go to Templates at the top left (next to Settings).

  2. Select the template you want to customize (for example, SOAP Built-in or Surgery), then click Copy and customize at the top of the template to create your own customizable version.

In each section, you'll see a pencil icon. Click it to access the customization options. Some customization options include:

  • Rename your template

  • Add or remove sections

  • Add subsections by hitting the + Add section button

  • Edit default normals

  • Modify body systems

  • Bold headers by using *Nose* format (e.g. Nose* = Nose)

  • Provide tailored instructions for different sections (e.g. "Please give me a numbered list")

  • Adjust text formatting (bullet points vs. paragraph form)

  • Header style formatting

    • Normal/Bold/Hidden (Ghost)

      • A hidden header will still appear in the template sections, but will not be included in the actual transcript.

Additionally, you can change the order of your templates, edit your default template, and unhide other templates that may be useful to you.

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