Templates & Smart Forms

Templates & Smart Forms

Standardize your notes with clean templates and guided inputs—faster documentation, fewer missed details.

Templates and Forms
Smart Templates
Standardize notes

Templates that save time
Smart forms that reduce errors

Use ready-to-go templates for common visits and specialty workflows. Smart forms guide your team through key fields so notes stay consistent, complete, and easy to review.

Faster visits
Reuse common structures for follow-ups and repeat encounters.
Consistent documentation
Standardize sections and language across providers.
Smart fields
Checklists, dropdowns, and prompts reduce missed elements.
Browse templates Request custom templates
Preview & quick fill

Preview templates and generate notes faster

Copy a template or use the smart form to generate a clean SOAP note.

Template preview

Select a template above to load a sample structure. Edit as needed.

Copied to clipboard.

Smart form (quick fill)

Use this form to generate a clean SOAP note quickly. It can be expanded with dropdowns and checklists.

Why it matters

Better templates, better notes

Cleaner structure improves readability, consistency, and audit confidence.

Faster documentation
Reduce repetitive typing using structured templates for common encounters.
More complete notes
Smart prompts help capture key elements so less gets missed.
Consistent structure
Standard formatting makes notes easier to review and improves clarity.
Cleaner review
Templates and smart forms create notes that are easier to audit and follow.
Build custom forms
FAQs

Templates & forms questions

Common questions about templates, smart fields, and customization.

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Rating
Still have a question?

Yes. Templates can be adjusted by specialty, visit type, and your preferred documentation style.

Yes. Dropdowns, checklists, and required fields can reduce missed items and speed up entry.

Yes. You can copy templates and use them as a starting point for documenting encounters.

Yes. Specialty-ready templates can be created for Family Medicine, Internal Medicine, PT, Psych, Dental, and more.