Skip to main content

How can I create a new Template in the Library?

Written by Sofie Skuland

You can create a new template under Mine in the template library. You can either start from an existing note or build the template from scratch.

Create a template

  1. Go to Mine and click Create new.

  2. Choose how you want to get started:

    • Upload example – paste in a note you have already written, or upload a file.

    • Build from scratch – build the template section by section.

  3. This guide uses Build from scratch as the starting point. Click Build from scratch to continue.

  4. Give the template a name.
    Choose a descriptive name, for example Follow-up note. A clear name helps the system understand what the template will be used for and can improve the generated result.

  5. Add sections.
    Use Quick add to get section suggestions tailored to your specialty, or enter your own section name.

    For each section, you can choose a format:

    • Paragraph

    • Bullet list

    You can also drag sections up or down to change their order.

  6. Use the Assistant to add instructions.
    You can find the Assistant on the right-hand side. Use it for anything related to how the content should be written, either for a specific section or for the entire template.

    You can write your instructions in plain language. For example:

    • “Add a Diagnosis section where each diagnosis mentioned in the conversation is shown as a bullet point.”

    • “Findings should be a numbered list and as specific as possible.”

    • “Always refer to the patient in the third person.”

    The Assistant will let you know whether the change has been noted, whether it needs more information, or whether the request falls outside our guidelines.

    Note: Your changes are only saved when you click Done. If you close the window before that, you will be asked whether you want to leave without saving.

  7. Preview the template.
    Click Preview to see an example of how the template will look based on the structure and instructions you have provided.

    The content shown in the preview is fictional and is only intended as an illustration.

  8. Click Done.
    The window will close, and the template will be built in the background. You will receive a notification when it is ready, usually within a few seconds.

    You can continue using Noteless as normal while the template is being built.

Using your template

  • When you start a consultation, select the template you want to generate with.

  • To set a default, go to Settings → Notes and select your default template. This will then be the default choice every time you create a new consultation.

Did this answer your question?