You can change the note template in Noteless in several ways. The note template can be changed before, during, and after a consultation, so you can always use the template that best fits your needs.
Before the consultation
You can select or change the note template before starting a consultation in the following ways:
1. Via Settings
Go to Settings
Select Notes
Change the template by choosing the desired option from the dropdown menu
2. From the dashboard
Use the toolbar at the top of the Noteless dashboard
Select the desired template from the dropdown menu
During the consultation
During an active consultation, you can change the template before generating the note:
Select a new template from the toolbar at the top of the consultation view
The note will be generated based on the selected template
After the consultation
After the consultation has ended, you can also change the template and regenerate the note:
Hover your cursor over the Regenerate button
Select the template you want
A new note will be generated based on the selected template
