Set Your Medical Record Type

In Templates, built-in templates are marked with a shield.

• SOAP NoteSubjective, Objective, Assessment and Plan, with your specialty’s physical exam and your own normal findings.See an example →
• SOAP + DischargeOne recording, two notes: your SOAP note plus client discharge instructions written alongside it.See an example →
• Call SummaryA concise record of a phone call with a client, ready to file in the patient history.See an example →
• Discharge NoteClear take-home instructions written for the pet owner.See an example →
• Referral LetterA referral letter for the receiving veterinarian, written from your appointment.See an example →

• 1Open Templates in the app.
• 2Choose ☆ Set as Default on the template you use most. It then shows ★ Default.
• 3Every new note starts from your default. Settings shows it under Default Template.

• 1When you confirm a recording, the Template list shows your default first, then your most used templates from the last 30 days.
• 2Search to find any other template, built-in or your own.
• 3The template you pick is used for that note only; your default stays the same. Choose the ☆ next to a template to make it your new default instead.

Tip: Recording for another vet? The note starts from that vet’s default template, specialty and language.

Dental notes, surgery reports, ultrasound reports, rechecks: build any format your clinic uses as a custom template, with your own sections, fields and output formats, and share it with your practice.

Examples: The dentistry, surgery and ultrasound notes on our Medical Records page show the kind of record you can build a custom template for.