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How to Create Note Templates

How to Create Note Templates

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Customise your note

Generate a patient note and use the prompt box at the bottom of the screen to adjust the style, structure, or content to your preference.

Save as a template

Once satisfied with the format, click the Save to Template Library icon located just above the prompt box.

Name and confirm

Enter a name for your new template in the pop-up window and click Save Note. This template will now be accessible from the menu on the left.


Templates can be adjusted to:

  • Reflect clinic-specific documentation standards

  • Align with Medicare or insurer requirements

  • Match personal clinician preferences

  • Include predefined prompts or structured sections


Customised templates ensure more consistent outputs, reduce editing time, and support compliance with clinical documentation standards.

If your organisation requires network-wide templates, contact your administrator or MediQo Support to configure practice-level defaults.