Features
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
Up and running in three steps
01
Start From a Framework
Pick a built-in framework, clone a Community template, or describe what you need to Create with AI.
02
Shape the Sections & Fields
Drag to reorder, set each field's layout and source, and add AI instructions where you need them.
03
Save & Share
Keep it private, share it with your organization, or publish it to the Community gallery.
Why RxNote
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
11
Clinical frameworks built in
FAQ
Questions, answered
Can I build documents other than SOAP notes?
Yes — Template Builder covers progress-note frameworks like SOAP, DAP, and BIRP as well as discharge summaries, referral letters, and pre-visit summaries.
Can templates be shared across my organization?
Yes. Templates can be kept private, shared with your organization, or published publicly to the Community gallery for other doctors to clone.
Does AI make up content that isn't in the chart?
No — each field's source is explicit. A field can pull from the last SOAP note, from patient/visit data directly, or be AI-generated from your instruction, and this is always visible on the field itself.