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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 steps:

  1. Log in to ScribbleVet: https://web.scribblevet.com/sign-in

  2. Go to Templates at the top left (next to Patients).

  3. Select the template you want to customize, then click Copy and customize at the top of the template to create your own customizable version.

  4. Name the new version and select Copy.

  5. Edit the template as you see fit, either with our AI Assistant or by manually editing or adding sections and subsections as needed.

Edit using the AI Assistant

Describe the desired changes in the AI Assistant within the template editor, and it will apply them to the appropriate sections.

Select AI Assistant to open the template customization AI chat window.

  1. Select a suggested next step, free-type a question, or describe what you would like to change.

  2. View the template draft. While making changes, the AI Assistant will give you the option to view the new template draft; then you can decide to save or undo the changes as you go.

  3. Choose Preview an appointment from the Suggested next steps section to see the template used.

  4. Select Sample data to generate a mock appointment note, or select Real appointment to search for an existing patient's appointment.

  5. Select Generate preview, then View preview to open the appointment preview in the side pane and continue editing, if needed.

  6. When ready, select Save changes. You will see a Changes saved message within the AI Assistant chat window, with an option to View the newly saved version.

Edit manually

In each section, you'll see options to Edit, Add subsection, or Remove sections. Click it to access the customization options.

Some customization options include:

  • Rename your template by selecting the three dots to the right of the template name.

  • Add or remove sections

  • Add subsections by hitting the Add subsection button when hovering over an existing section.

  • Edit default values (normal values)

  • Modify body systems

  • Format section headers (normal, bold, or hidden) and text formatting (bullet points, paragraph, or single entry)

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

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

To add a client email section:

  1. Add a new section (it will default to "Custom").

  2. Name it "Email for the client."

  3. Use the "Additional Instructions" field to specify how the email should be structured.

  4. Save the template.

Note: If the "Custom" Section Type is grayed out, it may be because the template was created from a base template (e.g., Rounds) that lacks certain built-in sections.

You can change the order of your templates by moving them up or down on your Templates list.

Still need help?

Contact support via live chat or email support@scribblevet.com.

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