You can customize how your notes are written by editing an existing template. You can change the structure, formatting, and instructions either manually or with the help of the Assistant.
Edit a template
Open the template you want to edit.
Click the template and select Edit. This opens the same editing window used when creating a new template.See what the template contains.
Click About this template at the top to view an overview of what the template includes and which instructions have been added.You can also click each individual section to see the specific instructions that apply to it.
Make changes manually.
You can:Rename a section by clicking its name.
Choose the format for a section.
Drag sections up or down to change their order.
Add new sections.
Remove sections.
If you want to change the instructions for a specific section, click the section and select Add instructions. This opens the Assistant with a pre-filled message that you can adjust.
Or ask the Assistant to make changes.
You can describe what you want in plain language. For example:“Remove the Objective section.”
“Merge Plan and Subjective.”
“Do not write ‘the patient’; use pronouns instead.”
Preview the template.
Click Preview to see an example of how the template will look based on the structure and instructions you have chosen.The content shown in the preview is fictional and is only intended as an illustration.
Click Done.
When you are happy with the changes, click Done.The template is updated in the background.
Noteless then rebuilds the template based on your changes and instructions. While the update is in progress, you can continue using the platform as normal.The updated template is ready to use.
The update is usually completed within 20 seconds. Once it is ready, you can use the updated template in consultations.