https://share.synthesia.io/embeds/videos/d939788d-8e19-48fd-8855-0f2b0e0dee9b
Step 1: Access Note Templates
- Start a New Visit:
- Initiate a new visit within the ScribeMD system to bring up the template options.
- Click to create a new visit.
- Select a Note Template:
- A list of available note templates within your organization will appear.
- You can browse and select from these templates depending on your needs.
Step 2: Manage and Customize Templates
- Manage Templates:
- Click on "Manage Templates" to view and edit available note templates.
- Even if you initially see only a few options, typically there are over 50 template choices in a full setup.
- Copy a Template for Customization:
- Choose a template that closely matches your needs. For example, select the "regular sub note template."
- Click on "Copy" to create a duplicate of the template for personalization.
Step 3: Edit and Personalize the Template
- Customize the Template Structure:
- After copying, modify the order and structure of the template as required for your workflow.
- You can rearrange sections and adjust the content to better fit your practice’s needs.
- Edit Template Content:
- Go into the detail of what is prompted within each section. For example, edit the "Chief Complaint" section to change how patient symptoms are recorded or presented.
- Modify instructions to the AI on what and how information should be captured.
- Enable or Disable Features:
- Adjust the template by enabling or disabling certain functions or fields, tailoring it to what is relevant for your practice.
Step 4: Save Changes
- Finalize Your Template:
- Once you are satisfied with the changes and customizations, click "Save Changes" to update your template.
- The newly personalized template will now be available for use in future visits.
By following these steps, you can effectively customize note templates in ScribeMD to better serve your specific medical documentation needs, ensuring that the outputs are aligned with your operational workflow and clinical requirements.