How to Create an AI Note Template Using Chartnote Doc Wizard (Step-by-Step Tutorial)

Create an AI Note Template Using Chartnote Doc Wizard

The Chartnote Doc Wizard helps clinicians create better, faster clinical notes by turning their ideal note style into a smart, personalized template. Just share your specialty and a sample note, and the Doc Wizard will figure out your format, style, and preferred sections, then generate custom instructions to help you document more efficiently in your own voice.


Step-by-step Guide:

  1. Open your AI Note Template Library
    In Chartnote, go to the library that lists your AI Note Templates. 

  2. Create a new template
    Click Create new template. 

  3. Launch the Doc Wizard
    Choose Chartnote Doc Wizard to open the wizard tool (you’ll need a ChatGPT/OpenAI account). 

  4. Enter your specialty
    Click the field labeled "What is your specialty?" and type something like “family medicine,” then press Enter. 

  5. Add a sample note (PDF)
    Drag-and-drop your PDF sample note into the upload area (or click the icon to pick a file). 

  6. Process the uploaded note
    After the PDF finishes uploading, click the indicated process icon to let the wizard analyze it. 

  7. Review the generated instructions
    The wizard will produce:

    • Custom Note Instructions (overall rules and style), and

    • Section-by-section instructions (e.g., HPI, ROS, Assessment/Plan). 

  8. Copy the Custom Note Instructions
    Select and copy the Custom Note Instructions block from the wizard. 

  9. Paste into Chartnote
    Back in Chartnote’s template editor, click the Custom Note Instructions box and paste. 

  10. Add your sections
    Click Add note section for each section you want (e.g., Chief Complaint, HPI, Physical Exam, A/P). 

  11. Title each section & add instructions
    Give the section a clear title, then open the section’s instruction area and paste the matching instructions from the wizard.

  12. Repeat for all sections
    Continue copying the wizard’s instructions and pasting them into each corresponding section until all are set. 

  13. (Optional) Fix formatting
    If pasted text looks off, first paste it into a plain-text editor (e.g., TextEdit in plain-text mode) to strip formatting, then paste into Chartnote. 

  14. Name your template
    Add a clear, searchable template title (e.g., “Example Template”). 

  15. Save
    Click Save template. You can return to the Doc Wizard later if you want it to help refine or edit instructions.