Build a note template
How to build a reusable note template with smart fields and signature blocks.
- Updated
- Updated
- Reading time
- 6 min read
- Tags
- templatesnotessoap
Templates save typing on every visit. A good template is short — three to six sections — and uses smart fields so the patient context auto-fills.
Create a template
Subjective
HPI · ROS · current meds
Objective
{{vitals.bp}} · {{vitals.hr}} · exam findings
Assessment
Active problems · {{problem-list}}
Plan
Medication changes · follow-up cadence
Signature
Provider sign · co-sign required for trainees
Establishment → Visit templates → New. Pick a starting point (SOAP, follow-up, telehealth) or start blank. Each section is a heading the patient-facing note will use; you can drag to reorder, tag a section as required, and lock it so trainees do not delete the structure your practice uses.
Sections and smart fields
Objective
Maria Lopez (DOB 1984-06-12) - vitals: BP 124 / 78 mmHg, HR 72 bpm.
Tokens used
{{patient.name}}Maria Lopez{{patient.dob}}1984-06-12{{vitals.bp}}124 / 78 mmHg{{vitals.hr}}72 bpmSections become the note's headings. Inside each, use smart fields like {{patient.name}}, {{vitals.bp}}, {{problem-list}}. They render at chart time, not at template-edit time — so the same template stays portable across patients. The live preview shows you exactly what the resolved note will look like for the patient you have open right now.
Signature blocks
Add a Signature block at the end. Optionally require co-sign for trainees — a separate signature line appears for the supervising provider, and the note stays in the supervisor's queue until they sign. You can require co-sign across the whole template (every visit a trainee charts) or per visit type (e.g. only psychotherapy notes need a supervisor signature).