Create Chart Note Templates
Create reusable chart note or pre-visit templates.
Create chart note templates when clinicians need consistent note structure for visits.
Who does this: Clinic administrators, often with clinician input.
Steps
Open Settings.
Open Templates.
Select Chart Note Templates.
Select New template.
Choose Chart Note Template or AI Pre-Visit Template in New chart note template.
Rename and edit the template content.
Use Edit and Preview to compare the editable and preview views.
Save the template from the editor.
The template is ready for encounter or pre-visit configuration.
Tip: Keep chart note templates aligned with the way clinicians actually document visits.
Troubleshooting
The template is read-only. Create a duplicate or draft before editing.
The template is not used by visits. Check Encounter Defaults or appointment-type settings.
Related
- Before this: Configure Encounter Defaults
- After this: Review Chart Notes
- Instead: Create and Publish Forms
Need help? Contact your administrator or reach out to support.