Every note, exactly the way your clinic writes it
Start from SOAP, DAP, BIRP, discharge summaries, referral letters, and more — then drag sections, set how each field is generated, and share it across your organization.
Template Builder Features
Build the exact note or document your clinic needs — drag-and-drop sections, AI-guided fields, and a library you can share across your organization.
11 Clinical Frameworks Built In
SOAP, DAP, BIRP, GIRP, PIE, APSO, H&P, Mental Health SOAP, Discharge Summary, Follow-Up Letter, and Pre-Visit Summary — ready to customize.
Drag-and-Drop Sections & Fields
Reorder sections and switch any field between bullet list, table, or paragraph layout.
Tell It How to Write Each Field
A free-text AI instruction per section or field controls exactly how that content gets generated.
Pull Straight From the Chart
Mark a field to source from the patient's last SOAP note or directly from patient/visit data instead of generating it from scratch.
Create With AI
Describe the document you need, or attach a sample PDF, and get a full template drafted for review.
Share Across Your Org
Private, Organization, or Public visibility, plus a Community gallery of templates other doctors have published.
How It Works
Get started in three simple steps
Start From a Framework
Pick a built-in framework, clone a Community template, or describe what you need to Create with AI.
Shape the Sections & Fields
Drag to reorder, set each field's layout and source, and add AI instructions where you need them.
Save & Share
Keep it private, share it with your organization, or publish it to the Community gallery.
Why Doctors Choose Template Builder
- Stop reformatting the same document by hand every week
- Every field's source is visible — SOAP, chart data, or AI-generated
- Vitals and ICD-11 codes toggle on per template, not per note
- Clone a colleague's template from the Community gallery in one click