Before You Begin
This article is for all users who want to create, customize, or manage note templates in AutoScribe.
You can:
create a new template with AI
create a new template without AI
duplicate an existing template
On the Manage Note Templates page, templates are labeled as either SYSTEM or PERSONAL.
SYSTEM templates are platform-provided templates shown in the list
PERSONAL templates are user-created templates
SYSTEM templates can be duplicated
PERSONAL templates can be duplicated, edited, and deleted
You will also see a support banner on these pages with the message: Want help perfecting your templates? Contact our support team at [email protected] for assistance.
Step 1: Open Manage Note Templates
Open the template management page so you can view, create, and manage templates.
From the left menu:
Clinic Manager → Manage Note Template
You will land on the Manage Note Templates page.
What you should see:
a Search bar
a legend for Default template and Favourite template
a list of templates
SYSTEM labels beside platform templates
a Create button in the top right
pagination controls at the bottom of the page
Step 2: Understand the template list
Before creating anything, it helps to understand what actions are available from the list page.
On this page:
SYSTEM templates show a Duplicate button
PERSONAL templates show Duplicate, Edit, and Delete
the star icons beside a template name match the legend at the top of the page for Default template and Favourite template
the Search bar helps you find a template by name
the pagination buttons let you move between pages if your template list spans more than one page
This page is also where saved personal templates reappear after they are created.
Step 3: Create a new template with AI
Use this path if you want AutoScribe to generate the template content from section headings.
On the Manage Note Templates page:
Click Create
Enter a value in Name
Choose a value in Language of note
Leave Create without AI unchecked
In Section Headings, enter the headings you want in the template, one per line
Click Next
Section headings are the note sections you want AutoScribe to build out. The example shown in the form is:
Subjective
Objective
Assessment
Plan
What you should see:
a two-step layout with 1 Template Info and 2 AI Generation
fields for Name, Language of note, and Section Headings
a Next button at the bottom
Step 4: Wait for AI generation to finish
After you click Next, AutoScribe generates the template based on the section headings you entered.
What you should see:
a loading screen that says Generating your template...
a message that says AI is building structured content based on your headings. This may take some time.
Step 5: Review and edit the generated template
Once generation is complete, AutoScribe opens the editable template page.
This is where you review the content before saving it.
What you can see on this page:
a prompt field at the top with Describe the changes you want to make...
a Template Details panel
Name
Language of note
Content
Add note template to favourites
Make this note template default
Save
Duplicate
Delete
a Test with Encounter panel on the right
Select a recent encounter
Test with Encounter
What to do:
Review the generated content in Content
Update Name or Language of note if needed
Edit the template text directly in Content if needed
Select Add note template to favourites if you want to mark it as a favourite
Select Make this note template default if you want to make it your default
If you want to try it with an existing encounter, use the Test with Encounter panel
Click Save
The prompt field is visible at the top of the page and can be used to describe changes you want to make.
Step 6: Test the template with an encounter
Use this if you want to try the template against a recent encounter before finalizing it.
In the Test with Encounter panel:
Open Select a recent encounter
Choose a recent encounter
Click Test with Encounter
Step 7: Create a new template without AI
Use this path if you want to write the full template yourself instead of generating it from headings.
From Manage Note Templates:
Click Create
Enter a value in Name
Choose a value in Language of note
Select Create without AI
Enter the full template in the Content field
Click Create
What you should see:
the form switches from Section Headings to Content
helper text under Content says: Enter the full content for your note template, including headings and details.
a Create button appears at the bottom
After you click Create, the template still opens on the same editable template page used for AI-created templates.
Step 8: Save and confirm the template appears in the list
After saving a new template, return to Manage Note Templates to confirm it was created.
What you should see:
the new template appears in the list
it is labeled PERSONAL
it has Duplicate, Edit, and Delete actions
This is the main confirmation that the template was saved successfully.
Step 9: Duplicate a system template
Use duplication if you want to start from an existing system template instead of building one from scratch.
From Manage Note Templates:
Find the system template you want to use
Click Duplicate
Review the copied Name
Review Language of note
Review and edit the copied Content
Optionally select Add note template to favourites
Optionally select Make this note template default
Click Create
What you should see:
a pre-filled template form opens
the content from the system template is already present
the page includes Name, Language of note, Content, and the two checkbox options
the button at the bottom is Create
Once saved, the duplicate becomes a PERSONAL template and can be edited or deleted.
Step 10: Manage personal templates later
Once a template is saved as PERSONAL, you can return to it later from the list page.
Personal templates support:
Duplicate
Edit
Delete
This gives you a reusable workflow. You can start from a system template, save it as personal, and then keep refining it over time.
Potential road blocks
Name must be completed before creating or continuing
Language of note must be selected
if you are creating with AI, Section Headings must be completed before clicking Next
if you are creating without AI, Content must be completed before clicking Create
AI generation may take some time
a template must be saved or created before it appears in Manage Note Templates
Edit and Delete are available only on PERSONAL templates
Test with Encounter requires selecting a recent encounter before testing
Quick tips
Use clear section headings when creating a template with AI
Use Create without AI if you want full control over the template content from the start
Review the template content before saving
Duplicate a SYSTEM template if you want to start from an existing structure
Use the favourite or default options if they fit how you work
Result
Your template is now saved in Manage Note Templates.
If it is a PERSONAL template, you can return to it later to duplicate, edit, or delete it.