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Note Customization

Note Customization

Your Sub Collection Title

Custom Templates

How to design, save, and reuse personalized note templates so every encounter note aligns with your structure.

Macros

Create dot-phrases and shortcuts that instantly expand into full sentences, orders, or entire sections.

Note Preferences/Memories

Set default styles, languages, and universal “memories” to auto-populate future notes with the correct preferences

Linking Sessions/Building on Visits

Extend a prior scribe by adding new findings, keeping longitudinal care in one seamless document.

Sharing Templates/The Template Hub

Publish templates to the Hub, view other template styles, quickly duplicate to make them your own.

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