Whether you need a standard SOAP note or a custom template, this article shows you how to set it up and use it.
Why Use Templates?
Templates help you:
Save Time: Automatically structure your notes in a format that meets your practice's requirements.
Stay Consistent: Ensure all your notes follow the same layout, making them easier to review and share.
Tailor to Your Specialty: Create templates that align with your specific clinical workflows, such as for wellness exams, surgery reports, dental procedures, or emergency cases.
Maxly offers preset default templates, and you can create custom ones to suit your needs.
Step 1: Access the Template Options
Log In: Sign in to your Maxly account at https://secure.maxly.vet/en/sign-in.
Open a Note: Start a new clinical note by clicking "Create Clinical Note" on your dashboard, or open an existing note (like the demo note).
Select a Template: On the note page, look for the template dropdown menu (labeled "No specific template" by default). Click it to view available options.
Step 2: Use a Preset Template
Maxly comes with several default templates, such as:
SOAP (Subjective, Objective, Assessment, Plan)
History and Physical Examination
Progress Notes
Discharge Instructions
To apply a preset template:
Click the template dropdown menu.
Select a template (e.g., "SOAP") from the list.
Maxly will reformat the generated note according to the selected template. For example, a SOAP template will organize the transcription into Subjective, Objective, Assessment, and Plan sections.
Step 3: Create a Custom Template
If the preset templates don't meet your needs, you can create a custom one:
Go to Templates: From your dashboard, navigate to "My Templates" in the sidebar.
Create a New Template:
Click "New Template" to start.
Name your template (e.g., "Wellness Exam Follow-Up" or "Post-Surgical Recheck").
Define the sections you want to include (e.g., "Chief Complaint," "Signalment," "Vitals," "Diagnostic Results," "Treatment Plan").
Add placeholders or prompts for each section to guide your documentation (e.g., "List patient's current symptoms and duration" under Chief Complaint).
Save the Template: Click "Save" to add the template to your list.
Apply the Template as Default: You can select to apply the default template as the default that will be applied across all your notes. Additionally, you can select your custom template from the drop-down menu when you create a new note.
Maxly also learns from your edits and may suggest automatic templates based on your documentation patterns over time.
Step 4: Apply a Template to an Existing Note
You can apply or switch templates even after a note is generated:
Open the note you want to edit (e.g., the demo note or a past encounter).
Use the template dropdown to select a new template.
Maxly will reformat the note's content to match the new template's structure.
Tips for Using Templates Effectively
Start Simple: If you're new to Maxly, try the preset SOAP template to get familiar with the process.
Customize for Efficiency: Create templates for common appointment types in your practice (e.g., "Routine Wellness Exam," "Post-Op Follow-Up," or "Dental Cleaning").
Review and Refine: After applying a template, review the note to ensure all sections are populated correctly. Make edits as needed, and Maxly will learn from your adjustments.
See Templates in Action
Want to see how templates work in Maxly? Watch our demo video: Watch the Maxly Demo. The video shows how to select and apply templates to generate structured veterinary documents.
Need help setting up templates? Email us at hello@maxly.vet or book a demo for a personalized walkthrough.