Creating & Customizing Templates

Custom templates allow you to standardize your documentation and streamline your workflow. Scope offers three ways to create templates.

Accessing the Template Library

1. Navigate to the sidebar on the left side of the application
2. Click on the Templates tab
3. You will see a list of your current templates (e.g., SOAP Note, Referral Letter, Family Medicine Note)

Creating a New Template

Click the + New Template button in the top right corner. Scope offers three methods:

1. Generate with AI

Describe the type of documentation you need, and Scope will create it for you.

1. Select Generate with AI from the "New Template" menu
2. Describe the template you need (e.g., "Create a SOAP note template for a dermatologist")
3. Click Generate
4. Scope will create a structured template with appropriate sections

2. Create from Existing Notes

Paste up to 5 examples of your previous notes, and Scope will analyze them to create a reusable template that matches your style.

1. Select Create from Existing Notes
2. Paste examples of notes you've written before
3. Scope analyzes your writing style and structure
4. A template is generated that captures your documentation preferences

3. Create from Scratch

Build your template manually using the text editor for complete control.

1. Select Create from Scratch
2. Use the editor to add sections, headers, and placeholder text
3. Format using markdown for headers, lists, and emphasis

Editing and Saving Templates

Once your template is created, you can refine it:

• Edit the Title: Click the title field to rename your template
• Refine Sections: Add, remove, or modify sections as needed
• Add Instructions: Include bracketed placeholders like [Patient name] that guide note generation
• Save: Click Save in the top right corner

Setting a Default Template

Click Set as Default on any template to make it your primary template for new visits. This template will be pre-selected whenever you start a new visit.