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 pediatrics, cardiology, or primary care.
Wavo Health 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 Wavo Health account at https://secure.wavo.health/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
Wavo Health comes with several default templates, such as:
SOAP (Subjective, Objective, Assessment, Plan)
History and Physical
Progress Notes
Discharge Summaries
To apply a preset template:
Click the template dropdown menu.
Select a template (e.g., “SOAP”) from the list.
Wavo 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., “Pediatric Follow-Up Note”).
Define the sections you want to include (e.g., “Chief Complaint,” “Vitals,” “Care Plan”).
Add placeholders or prompts for each section to guide your documentation (e.g., “List patient’s current symptoms” 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 nodes. Additionally, you can select your custom template from the drop-down menu when you create a new note.
Wavo 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.
Wavo 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 Wavo, try the preset SOAP template to get familiar with the process.
Customize for Efficiency: Create templates for common visit types in your practice (e.g., “Routine Check-Up” or “Post-Op Follow-Up”).
Review and Refine: After applying a template, review the note to ensure all sections are populated correctly. Make edits as needed, and Wavo will learn from your adjustments.
See Templates in Action
Want to see how templates work in Wavo Health? Watch our demo video: Watch the Wavo Health Demo. The video shows how to select and apply templates to generate structured medical documents.
Need help setting up templates? Email us at hello@wavo.health or book a demo for a personalized walkthrough.