Templates and smart phrases
Give clinicians a useful starting point for the note.
Treatment templates and smart phrases provide structure for documentation while the clinician records the details of the actual visit.
See it in a demoA starting point, then clinical judgment
Choose the structure. Make the note your own.
A treatment template organizes the note. Reusable wording still needs the clinician’s review for this visit.
Workflow illustration
Step 1 of 3
Choose a clinic-approved starting point.
Begin with the treatment-specific template your clinic uses. The SOAP sections provide a consistent structure.
Clinic-approved template
SOAP structureExample only
- Subjective
- Objective
- Assessment
- Plan
See this workflow in a guided demo.
Repeat the structure. Review the content.
Use structured SOAP sections for treatment documentation.
Work from treatment-specific note templates.
Adapt smart phrases to the visit being documented.
Clinical templates need clinical approval.
Your team supplies or approves the templates and reusable wording. We configure the agreed content in the clinical workspace.
