1. Save your own template
Go to Settings → Note Templates
Click “New Template”, then structure the headings and example sections
You can include prompts or phrases you'd like the AI to mirror
2. Apply your template in sessions
When generating a note, select your custom template from the dropdown
You can still edit the note after it’s generated
3. Share templates with your team
Templates can be shared clinic-wide or kept personal
Great for consistency across multiple practitioners