Finding it hard to get your notes in the exact layout and style you want? You don't have to get it right on your own. Here are three ways to get your template working — from quickest to most hands-on.
1. Let Craft with AI do it
Open your template from Templates and go to Craft with AI. Describe what you want in plain language — for example "Make the objective section a table of range of motion and strength" or "This is for an OT working with aged care clients — adjust the language". It updates the template for you.
You can also paste in an example of a finished note you like (de-identified) or an old prompt, and it will build a template from it. How to use Craft with AI
Always run the template in the Test tab against a real session before using it with patients.
2. Watch the template masterclass
The template masterclass video walks through building sections that fill from your session, step by step. For quick answers, see V2 quick answers.
3. Ask us to build it for you
Send us an example of how you'd like a finished note to look — with all patient details removed — and tell us which profession and session type it's for. We'll build the template and let you know when it's ready.
Chat with us via the help widget or email [email protected].
Please don't paste patient information into other AI tools to work on your notes or templates. Use Craft with AI inside PatientNotes, or send us a de-identified example.