When to use:
When documenting other activities like team meetings, status updates, or internal minutes with a structure suited to your clinic.
Example meeting minutes structure:
Summary (short description of what the meeting was about)
Attendees
Issues (one subheading per topic, with decisions/notes underneath)
Next steps (responsible person + deadline)
Step-by-step:
Go to Settings → Library → Templates → New template.
Give the template a clear title (e.g., “Meeting Minutes – Weekly Status”).
Important: Write a description/instruction clarifying the purpose:
“This template is for meeting minutes, not patient records.”
Paste an example minutes document or upload a file to help Noteless detect the structure.
Ensure sections: Summary, Attendees, Issues, Next steps.
In Issues, add instructions for subheadings per topic.
Generate a preview, check the structure and format.
Save and use the template for meeting minutes.
Tips:
Keep a clear distinction between clinical notes and meeting minutes in description/instructions.
Use bullet lists for Next steps for clarity.
Troubleshooting:
If Noteless mixes in clinical sections, strengthen the description:
“This is a meeting template for internal use, not a patient record.”
Structure not quite right? Open Advanced and specify the style more precisely.
Summary tips
Set a template as default for new consultations (Settings → Library → Templates → choose template → Set as default).
Quickly adjust detail level per section if you want shorter or more elaborate text.
Always save changes for the preview to reflect the latest adjustments.