Step 1: Tap the Settings icon in the bottom right corner.

Step 2: Scroll down to the Encounter section and tap Encounter Templates.

Step 3: Tap Add in the upper-right corner to start a new template. Enter a name, like “Routine Follow Up.”

Step 4: You'll see a default SOAP note and a paragraph icon on the right of each section. The Paragraph icon lets you switch between Paragraph Form, Bulleted List, and Numbered List.

Step 5: To add a new section, tap below the last section to show the cursor. On the keyboard, tap the section icon in the upper left to reveal the AI sections available.

Step 6: Tap any sections you want to include.

Step 6: To remove a section, swipe left on it and tap Delete.

Step 7: To move a section, tap to place the cursor, then tap and hold the section to drag it up or down.

We'd love to show you more and are always happy to connect to answer any questions you have. Please feel free to schedule a session with us at a time that works for you from our online calendar.