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๐Ÿ“‹ Creating & Using Templates

Complete, Customized Patient Notes in Record Time

Adam @ Manta avatar
Written by Adam @ Manta
Updated over 2 weeks ago

๐Ÿ‘‹ Welcome to Templates!

Templates transform how you create patient notes. Record your voice notes, and VetScribe organizes everything into your preferred format automatically.


๐Ÿ” Understanding Template Structure

Sections How you organize your template. These can follow the traditional SOAP format or any structure you prefer (like "Findings" โ†’ "Conclusions" โ†’ "Recommendations"). You can create as many sections as you want!

Section Body The bulk of your template. Use square brackets [] to indicate variables or inputs. VetScribe will replace the [brackets] with your text in the final report. Add as much context or instructions within the [brackets] as you'd like.

Examples:

Temperature: [patient's temperature] ยฐF

Weight: [patient's weight] lbs

Eyes: [findings on patient's eyes OR "Not mentioned" if not mentioned]

F/A/S: [Fear/Anxiety/Stress score formatted as X/5 or "0/5" if not mentioned]

Diagnostics: [List any diagnostics performed OR "No diagnostics performed yet." Then include recommended diagnostics with detailed explanations for why each test is needed, including what conditions you're ruling out and how each test will guide treatment decisions]

[If allergies are mentioned, include "Today, we discussed that your petโ€™s itching is most likely due to allergies. In dogs, allergies are most often due to fleas, food, or the environment (pollens, molds, dander, etc.). Allergic dogs will often chew excessively at the base of the tail, constantly lick at the paws, and may have frequent ear infections. Dogs may develop allergies at any point in life." or "" if not mentioned]


๐ŸŽฏ Make it yours

Three ways to customize:

Tips and Tricks:

  • You can copy and paste your existing templates from your PIMS or Google Drive straight into Manta

  • Not getting the output you want? Ask the AI-Assistant to help tailor your template


Try it Yourself (2 minutes)

  1. Use Quick-Record to create a voice note

  2. Assign your recording to a new patient, and select the โ€œSOAPโ€ template when creating the patient

  3. Generate the template and watch the patient note populate - formatting and all!

That's it! Your complete patient note is ready.


โœจMultiple Recordings, One Note

Record at different times, generate one complete note.

  • Morning: Record vitals during initial exam

  • Midday: Add diagnostic findings and observations

  • Afternoon: Include treatment plans and recommendations

  • End-of-day: Generate a complete formatted note from one-click

This revolutionary update lets you document throughout the day while maintaining your preferred template structure.


๐Ÿ’ก Need help?

For questions about optimizing your templates or tailoring your note output, ask the Assistant or contact us through the Help Center chat or at [email protected]

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