Adaptive Templates are a Scribenote Pro feature that make note-taking easier by using AI to format your medical records just the way you like. You can either upload a blank note as a template or create your own from scratch. Below is a simple step-by-step guide to help you get started!
Creating your Adaptive Template
Creating your Adaptive Template
⚠️ This feature is only available on your browser through the web app.
Select Adaptive Templates under your account. Click your name in the top right corner of your web app dashboard. From the dropdown menu, select Adaptive Templates.
Click + New Adaptive Template.
Name your Template and Write a Brief Description. In the name box, title your Template with a name. Choose a name that will make it easily identifiable for you. In the description box, type a brief description of your template for you to easily identify.
Choose SOAP/Freeform or Automatic/From Scratch.
SOAP or Freeform note format.
The SOAP note is a structured format, similar to our Scribenote Medical Record template, broken down into Subjective, Objective, Assessment, and Plan (SOAP) sections that you can then customize to your preference. The Freeform note is an unstructured format with a single box of text. You can create your own customization using this format.
Need inspiration for your note? Select from one of the options listed below, and have your note populated with our preset options.
You can then edit this preset by clicking in the text box. Add or remove lines here.
Choose to upload an existing template (Automatic) or start from scratch and manually create your template.
Select Automatic to upload/drag a PDF file with an existing template and let us do it for you!
Or
Select From Scratch if you would like to manually type in your template.
⚠️ If your template is a table, Scribenote will not be able to replicate an exact copy of the format, information from the template will still be captured.
Set your Custom Defaults. To set your Custom Defaults simply type them in your template.
Fill out your Preferences! This gives you control over customizing the style of your notes! For more information on writing preferences, check out our article here:
Click on the examples for inspiration!
Preview your Template. By clicking 'Preview Changes,' you can review your template here and make any updates that you would like.
Save your Template. When your template is ready, click Save at the bottom of the page. The Templates will be listed and organized on the Adaptive Templates page!
Favourite ⭐ your Templates. To add a template to your Favourites, click the '⭐' icon in the top right corner of the Template. This will add them to the top of your Template list for easy access.
Recording with your Adaptive Template on the Web App
Recording with your Adaptive Template on the Web App
To use your new template, open the drop down menu on your main dashboard page. Select See All Templates to view your full list. Any templates you have favourited will appear at the top. Once you choose the template you want to use, click the purple record button to get started.
If you need to change the template for a note you have already recorded, see this article.
Recording with your Adaptive Template on the Mobile App
Recording with your Adaptive Template on the Mobile App
You can only change the template you are using once you begin recording on the mobile app. Start by clicking the purple record button at the bottom of the screen. When you begin recording, click the change arrows next to the template at the top of the screen. You will then see a list of all your available templates to choose from, and any templates you have favourited will appear at the top.
Sharing your Adaptive Template on the Web App
Sharing your Adaptive Template on the Web App
Once you have created your template, you can share it with other Scribenote Pro users. Start by saving the template to your account. After it is saved, select Share Template in the top right corner of the Adaptive Template page.
By default, your template will be restricted. You can choose to share it with your team, by email, or by link.
Sharing with your team. This option allows all users on your team to view and use your template.
Sharing via email. This option sends an email to the person you want to share the template with. The email includes a link that opens a view of the template. From there, they can select Copy to my Templates to save a copy to their own account and make any adjustments they need.
Sharing via link. This option lets you make the link public. You can share the link with anyone. If they have a Scribenote Pro account, they can select Copy to my Templates to save a copy to their account.
Sharing your Adaptive Template on the Mobile App
Sharing your Adaptive Template on the Mobile App
Once you have created and saved your template on the web app, you can share it with other Scribenote Pro users. Open the mobile app and tap your profile image in the top right corner. Select View Adaptive Templates in the Templates section. You will see a share icon next to each adaptive template. Tap this icon for the template you want to share.
By default, your template will be restricted. You can choose to share it with your team, by email, or by link.
Sharing with your team. This option allows all users on your team to view and use your template.
Sharing via email. This option sends an email to the person you want to share the template with. The email includes a link that opens a view of the template. From there, they can select Copy to my Templates to save a copy to their own account and make any adjustments they need.
Sharing via link. This option lets you make the link public. You can share the link with anyone. If they have a Scribenote Pro account, they can select Copy to my Templates to save a copy to their account.