Templates

Child Examination, Adult Examination, Emergency, and Flex/Freestyle. They ship as pre-filled healthy baselines which the AI then modifies based on what you said.

Duplicate a default template and edit it, or upload your own. There's a structured field editor with drag-and-drop, an instructions panel, and an AI-assisted build.

Yes, and it's free. There's a button in the top right of the template editor to send your templates to us. We reformat them and push them back to your account, and they'll be there next time you log in.

It's one of the highest-value things our support team does, so do take us up on it.

They import easily. But strip them down first.

• You don't need lots of options or template headings, because there is no clicking.
• A click-based template carries a menu of choices you'd work through by hand. Here the AI populates the note from speech, so those options are dead weight.

This can occasionally affect fields with a pre-filled default: oral hygiene habits, manual versus electric brush, flossing, and so on.

Go into the template editor and delete the default value. The field will then be far more receptive to what you actually say.

Turn on the 'Do not copy empty field' setting. It's essential for complex templates, so unfilled sections don't end up in your PMS.

• Light: less verbose, and easier to scan.
• Detailed: comprehensive, but can be long enough to be harder to navigate.

Both are available, and it's worth trying each for a few appointments to see which suits you.

Yes. Templates can be shared from the template editor, and you can browse and import templates shared by other users from the Template Store.