Templates define the structure of the clinical documents ClinDoc generates from your recorded sessions. Before you start recording, it's important to review your templates so the output matches what your practice expects.
ClinDoc comes with predefined templates based on your profession. You can use them as-is, customize them, or create entirely new ones.
What is a template?
A template is a structured outline that tells the AI how to organize the clinical note it generates. Each template includes:
- Sections — the main headings in the note (e.g. Subjective, Objective, Assessment, Plan)
- Content guidance — instructions within each section that guide what the AI should include
- Document type — Treatment Note, Referral Letter, or Custom
- AI instructions — optional extra guidance for the AI when generating from this template
The default template format is SOAP (Subjective, Objective, Assessment, Plan), which is widely used across allied health professions. You can modify sections or add new ones to match your specific workflow.
How to review your templates
- Navigate to Templates from the sidebar, or open them via the onboarding widget.
- You'll see a list of templates available to you. Click on any template card to open the editor.
- Review the sections and content. Make sure the structure matches how you write notes for your patients.
- Once satisfied, return to the onboarding widget and click Mark as Reviewed.
Editing a template
Inside the template editor you can:
- Rename the template by clicking the title at the top
- Edit sections — add, remove, or reorder section headings
- Update content guidance — change the instructions within each section to guide the AI
- Set visibility — choose Organization (shared with all staff) or Personal (only you)
- Set as default — make it the template used automatically when starting a session
Check the generated note structure now to avoid rework later. It's much easier to adjust the template before your first recording than to manually edit every generated document afterward.
Creating a new template from the library
If the existing templates don't match your needs, you can create a new one:
- Click New Template to start from scratch, or Clone from Library to start from a system template.
- Customize the sections and content to match your workflow.
- Save the template. It will appear in your template list and be available when starting sessions.