Create Custom AI Note Templates for Healthcare | Chartnote Guide

Building a Custom AI Note Template with Chartnote: A Step-by-Step Guide




Chartnote’s latest feature, Custom AI Note Templates, empowers healthcare professionals to tailor clinical notes to their specific needs. In this guide, we’ll walk through the process of creating a custom template, from initial setup to generating AI-powered notes. Let’s dive in!

Creating Your Custom Template

  1. Access the Library:

    • Start from the homepage and click on Library.

    • Navigate to the AI-Powered Notes section.

    • Select Create a New Template.

  2. Name and Availability:

    • Assign a name to your template. For this demo, we’ll call it My SOAP Note 2.

    • Ensure the template is available for both AI Scribe and Voice Chart.

  3. Set Custom Instructions:

    • Define the style of writing. For instance, you can specify "write in the style of a family medicine doctor."

  4. Add Sections and Subsections:

    • Start by adding standard sections like Subjective, Objective, Assessment, Plan, and Patient Instructions.

    • Customize further by adding subsections. For example:

      • In Subjective: Add Medication Review and Past Medical History.

      • In Objective: Include Vital Signs.

  5. Custom Instructions for Sections:

    • Provide detailed prompts for each section to guide the AI:

      • Subjective: Instruct the AI to write in a single paragraph, including all patient-provided information.

      • Objective: Specify that the section should follow a predefined template, adapting to the use case.

      • Assessment: Include a problem list with ICD-10 codes.

      • Plan: Use bullet points with hashtags and include a differential diagnosis.

      • Patient Instructions: Add an after-visit summary.

  6. Save the Template:

    • Once all sections and instructions are complete, save your template.


Recording a Patient Encounter

  1. Select Your Template:

    • From AI Scribe or Voice Chart, choose the custom template you just created (My SOAP Note).

  2. Record the Conversation or Note Dictation:

    • Use AI Scribe to record the patient visit or Voice Chart to dictate a note.

  3. Review the Generated Note:

    • Once the recording is complete, the AI generates a structured note.


Editing and Refining Templates

If you need to make adjustments, return to the Library, locate your template, and modify it as needed. This ensures your templates evolve with your clinical practice.


Why Use Custom AI Note Templates?

  • Personalization: Tailor notes to your workflow and specialty.

  • Efficiency: Save time by automating repetitive tasks.

  • Accuracy: Ensure notes follow your precise formatting and content requirements.


Custom AI Note Templates are a game-changer for healthcare documentation. By following this guide, you’ll be able to create, test, and refine templates that streamline your documentation process and let you focus on what matters most—patient care.

Ready to try it out? Head to Chartnote today and start building your personalized templates!



Sample Custom AI Note Template


AI Template Name

Custom SOAP Note

Custom Note Instructions

Write in the style of a Family Medicine physician. Feel free to use acronyms without the need to spell them out or include them in parentheses.

Note Sections


  1. Subjective
Custom Note Section Instructions: 

Format this section as a single, comprehensive paragraph without any length restrictions, ensuring all pertinent information is included. Include vitals, labs, and imaging results. 

  1. Objective
Custom Note Section Instructions: 

Utilize the provided template and adjust it as needed to fit the encounter.

General: [No acute distress.]
Lungs: [Clear]
Cardiovascular: [Normal heart sounds. No lower extremity edema.]
Psych: [Alert and oriented x3.]
Skin: [No rashes or skin lesions.]
Neuro: [Sensation and CN II-XII grossly normal.] 

  1. Billing
Custom Note Section Instructions: 

Problem list with ICD-10 codes

  1. Assessment
Custom Note Section Instructions: 

Include one or two sentences with a comprehensive assessment of the patient presentation and diagnosis. (for example: This is a 65-year-old male presenting with fever and cough, diagnosed with bacterial pneumonia)

  1. Plan
Custom Note Section Instructions: 

Include problems preceded by a hashtag. Separate each problem by two lines. Clearly divide section by medical problem, using clinical judgment and decision-making language. Do not enumerate the plan lines.

  1. Patient Instructions
Custom Note Section Instructions: 

Write an after visit summary for the patient in 2nd person, 6th grade reading level based on the content of the note.



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