Overview
Attend offers robust tools for creating and customizing clinical documentation templates. This ensures that every note meets the specific needs of your practice, whether you're using pre-designed templates from the library or creating your own.
Adding Templates To Favorites
Access the Template Library: Click on "Manage Templates" link on the bottom of the left side bar. If you are on mobile, you'll need to expand the sidebar by clicking the button in the top left and corner of the screen.
Explore Available Templates: Click on the "Template Library" Tab to browse the collection of pre-designed templates tailored for various specialties and documentation needs. If you are a member of a team workspace, you can browse your team's templates in the workspace tab. Workspace templates will automatically be added to your favorites by default.
Add to Favorites: Click the star icon next to a template to add it to your Favorites. Favorited templates will appear in the dropdown menu when recording an encounter, allowing for quick selection.
Creating a New Template
Attend allows you to create fully customized templates, making it easy to align documentation with your preferred style and structure. You can generate a template based on previous outlines or example documentation.
How to Create a Template
Click ‘Create New Template’: Open the Template Manager and select Create New Template.
Describe Your Template:
Enter a description of the template’s structure or purpose in the text box.
Alternatively, paste an example note or outline of your desired format.
AI-Powered Template Generation: Attend will analyze the provided content and generate a template with appropriate sections and instructions.
Edit the Generated Template
Modify Sections: Adjust the sections (e.g., Patient History, Physical Exam, Assessment) and their ordering.
Customize Instructions: Add or edit the instructions Attend uses to populate each section by updating the "description" field in each section.
(optional) Add Examples: Provide optional examples for each section to guide the system in shaping outputs to better match your style and preferences.
Editing an Existing Personal Template
Open the Template: Select the template you want to edit from your favorites.
Make Changes:
Update section headings and instructions.
Add, remove, or reorder sections.
Refine examples to improve alignment with your preferences.
Save & Publish: Once your changes are saved, the updated template will be immediately available for use.
Changing the Template for an Encounter
If you’ve already generated a note using one template, you can switch to a different template:
Navigate to the Encounter You Want to Edit
Open the Change Template Dialog: Under the Encounter Note section, click the gray chip with the template title (e.g., SOAP Note).
Select a New Template: In the Change Note Template dialog, choose a new template from the dropdown menu.
Regenerate the Note: Click Apply Changes to regenerate the note using the newly selected template.
Tips for Getting the Most Out of Templates
Use Favorites for Quick Access: Adding templates to your favorites ensures they’re easily accessible during encounters.
Refine Examples for Personalization: Including optional examples helps tailor the AI-generated outputs to match your documentation style.
Add multiple templates for key workflows.
By leveraging Attend’s template library and customization features, you can create documentation that aligns perfectly with your workflow, specialty, and preferences. If you have additional questions or run into any issues, check out our Help Center or reach out to our Support Team for assistance.