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Choosing a template
Updated over 3 weeks ago

Whippet Notes makes it easy to customise your consult notes using templates tailored to your practice’s needs. Our Template Gallery offers a variety of options, from bullet point formats to differential diagnosis (DDx) layouts. You can also select templates with default values like "Not Mentioned," "NAD," or "WNL."

Explore the Template Gallery

  • Click here or find the Template Gallery button in the bottom left corner of your dashboard.

  • Use filters to find templates by bullet point format or DDx format.

Preview & add templates

  • Click the “Preview” button to view an example of the template.

  • If it’s a good fit for your practice, click “Add to Practice Account” to add it.

  • Once added, a green tick will appear next to the template in the gallery.


Set a default template

  • To make a template your default for future consults, navigate to Settings > Templates.

  • Select your preferred template from the dropdown menu and click “Set Default Template”.


Generate notes using a new template

  • When recording a consult via desktop you have the option to choose the template you would like your notes written.

  • If you want to regenerate the notes on a new template, you can do so via the Actions menu > Select a new template button. Your notes will appear next to your original template.


Contribute to the Community Gallery

We’re always looking to expand our template library. If you have a template you’d like added to the community gallery, email us on support@whippetnotes.com.

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