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How to Create and Apply a Template

This article explains how to create and use templates in AI Scribe.

On this page:

Create a template

  1. From your dashboard, go to AI Notes > Templates.
  2. Click Create Template.



  3. Be as simple or detailed as you like to create your first template. You can always go back to edit it later and re-generate your note using the revised version.
  4. Save your template.

Edit, duplicate, or delete a template

  1. Use the Actions column to modify existing templates.

  2. Options include Edit, Duplicate, or Delete.

Apply templates to a consult

You can use multiple templates within the same note if needed.

  1. Go to AI Notes.

  2. Select consultation you want to generate a new note for..
  3. Select the new template from the drop down menu to generate. 

  4. From the dropdown, select your preferred template to generate AI Notes.


  5. You can change the template at any time to see which best fits your needs.

Tips for best results

  • Use clear, specific prompts.
  • Break down information into structured sections.
  • Keep templates focused to avoid irrelevant content.