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Go to Settings and open Note Templates. Built in templates like the SOAP note live here, and you can add your own.
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Click New Template.
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Name the template.
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Add your first section.
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Sections can be rich text, body charts, images, form fields like scales and dropdowns, or display headings.
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Keep adding sections to match how you document — pain scales, range of motion numbers, or a body chart for annotations.
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Click Save Template.
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The template now appears in the From template menu when writing a clinical note.
Section types
Mix rich text with structured fields — pain scales, range-of-motion numbers, body charts for annotations, and signature capture — so notes stay consistent across the team.