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Template customization

Our self-customizable template is now available for you to try. You can easily customize your template to your liking!

M
Written by Michael Fedor

To customize your SOAP template, follow these simple steps:

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

  2. Select SOAP (Built-in) and click the Copy and customize button at the top of the template to create your own customizable template!

In each section, you'll see a pencil icon, click on this and you'll find the option to customize. Some customization options are:

  • 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.

If you need to undo changes or recover previous template versions:

Please reach out to our team, and we will help you.

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