Creating clinical and letter templates/prompts
Learn to create effective clinical and letter prompts for streamlined documentation and clearer communication in clinical practice with our concise guide.
45 articles
- Notes not right since the upgrade? How to get them back on track
- V2 quick answers: finding things in the new session page and templates
- Tags: Organising templates and content by location, practitioner type, and interest
- My Persona: Teaching PatientNotes your writing style
- Template Rules: Controlling exactly how your notes are written
- Using PDF & Image Upload to add context to your clinical notes
- How to Edit Patient Summary Templates in V2
- How to create a Patient Summary template (video walkthrough)
- Upgrading an existing prompt to a Template
- Craft with AI — content blocks and format rules
- Getting started with Templates
- What's the Difference Between Prompts and Templates?
- V1 (legacy) templates: sections, visibility rules and settings
- V1 (legacy) template editor: headings, Always / If Discussed, and rules
- What Is "Enter Manually" and When Should I Use It?
- Hybrid Notes & Prompt Preview (original session layout)
- Multi-Session Reports (Professional Plan Only)
- Smart Snippets
- V1 templates: Always vs If Discussed — exclude unassessed information from notes
- Restoring a Deleted Prompt
- Uploading current templates
- Adding Treatment Consent Fields to your notes
- How do I reorder my templates?
- Remove Patient Summary Tab
- Letter Prompts
- Prompt terminology
- Multiple Consultation Prompts
- Using Your Existing Clinical Templates to Build Prompts or Templates
- Adding New Prompt Template
- How to Restore Previous Prompts
- Using acronyms
- Creating a letter or report using multiple sessions of clinical notes
- Social context
- Sharing templates with your team (My Templates vs Organisation Templates)
- Customising a Template from the Prompt Library
- How to add a logo to your letterhead
- Introducing Templates: What's New and Where Are My Prompts?
- Template & Prompt Help
- Product How-To: Common Setup & Feature Questions
- Setting Up Your Team's Integration (Cliniko, Nookal & Other Practice Software)
- What's new in Templates V2
- Using Letters and Reports templates
- Using the Clinical Notes tab in Templates
- How to use Craft with AI to improve your templates
- How does template sharing work in PatientNotes, and what are the role and plan requirements?