Note Templates

Note templates control the structure and content of AI-generated notes. You can customize templates per discipline and note type to match your documentation standards.

Accessing the Template Editor

1. On the Visit screen, click Write Note (extension and app). The Which template? list opens.
2. Click the edit icon to the right of the template you want to change.
3. The sections for that note type open, along with + Add New Section to Template and Chat with Buddy.

To make a new template, choose + New Template at the top of the same list.

What You Can Customize

Add or Remove Sections

Click + Add New Section to Template to create a new section. Click the delete button on any existing section to remove it. You control exactly which sections appear in your generated notes.

Turn Sections On or Off

Each section has a checkbox next to its name. Uncheck it to quickly disable that section for the next note without deleting it. Disabled sections stay in your template (keeping their order and instructions) and are simply skipped at generation. Check the box again to bring the section back. This is handy when a particular visit does not need a section (for example, skipping Goals on a routine daily note).

Edit Section Instructions

Each section has an instruction field that tells the AI what to include. Edit these instructions to match your documentation preferences. For example, you might change the “Subjective” section instruction to always include pain level and patient-reported functional status.

Reorder Sections

Drag sections up or down to change their order. The generated note follows the order you set in the template.

Let Buddy build or edit your template

In the template editor there is a Chat with Buddy button (“Want help creating or editing your templates?”). Buddy knows your discipline and note type, and can set up your template for you in plain language. You can say things like:

• “What sections should a PT discharge note have?”
• “Add an ICD-10 codes section.”
• “Make my assessment instructions stronger for audits.”
• “Create a progress note template for me.”

Buddy adds, renames, removes, reorders, and enables or disables sections, and writes discipline-appropriate section instructions. It can also create a whole new template for another note type.

Already have a note layout you like? Tap the paperclip next to the message box and upload it: a PDF or Word document (for example a note exported from your EHR), or an image such as a screenshot of your EHR note form. Buddy reads it and builds a template that follows its sections and structure. To steer it, type an instruction first (“make this my Re-Eval template”) and then upload. Buddy uses the file for structure only and leaves patient details out of the template. Documents and images work on every plan.

Buddy can also test a template for you: ask it to “show me a sample” and it writes a sample note (using a made-up example patient, never real patient data) so you can see how your sections and instructions actually read. Tell it what you would change (“the assessment is too long”) and it adjusts the template, then offers another sample. It does not write a real patient note here (that happens when you generate the note from a real visit); it only shapes and tests the template.

Templates Across Your Devices

Templates are also available in the iOS and Android apps. Changes made in the extension or in the app sync automatically, so your templates stay consistent across every device.

Tips for Effective Templates

• Start with the default template and adjust from there rather than building from scratch.
• Keep section instructions specific. “Write 2-3 sentences about the patient’s response to treatment” produces more consistent results than “Response to treatment.”
• Create different templates for different note types. A daily note and a progress note typically need different sections and levels of detail.
• Review your templates periodically and update instructions based on what the AI is producing well and where it needs more guidance.