When is this useful?
When you want to document non-clinical activities such as team meetings, status meetings, or internal minutes—using a structure that fits your clinic.
Recommended meeting notes structure (example)
Summary (brief overview of what the meeting was about)
Attendees
Topics / Issues (one subheading per topic, with decisions and notes underneath)
Next steps (responsible person + deadline)
Step by step
Go to the Library in the left-hand menu.
Under Note Structure, click “+”.
Give the template a clear title (e.g. “Meeting minutes – Weekly status”).
Important: Add a description/instruction that clearly defines the purpose:
“This template is for meeting minutes, not patient records.”
Paste an example set of meeting minutes or upload a file to help Noteless extract the correct structure.
Make sure the sections include: Summary, Attendees, Topics, Next steps.
In Topics, add instructions to use one subheading per issue.
Generate a preview and verify that the structure and formatting are correct.
Save the template and use it when creating meeting notes.
Tips
Clearly distinguish clinical notes from meeting minutes in the description and instructions.
Use bullet points in Next steps for better clarity and follow-up.
Troubleshooting
If Noteless mixes in clinical sections, strengthen the description:
“This is an internal meeting template, not a patient record.”
If the structure isn’t quite right, try specifying each section in more detail.
Summary of tips
Set a template as the default for new notes (Settings → Notes → Default note template).
Adjust the level of detail per section if you want shorter or more detailed text.
Remember to save after making changes so the preview reflects your latest adjustments.