Build a Custom Template

• 1Sign in to PawfectNotes and open Templates (the clipboard icon in the app’s navigation).
• 2Under Your templates, choose + New template.
• 3Prefer to start from a copy? Choose Duplicate on any template. On the built-in SOAP Note, Duplicate to Edit copies your specialty’s physical exam and your normal findings too.

• 1Type a name at the top of the editor (up to 100 characters).
• 2Choose Only me to keep it to yourself, or Practice to share it with everyone in your practice. You can change this later.

• 1Choose + Section to add a section, for example Subjective, Objective or Plan.
• 2Inside a section, add what it should contain: a Text field (such as Chief Complaint or History), Vitals or a Physical exam.
• 3Reorder with ↑ ↓ and remove with ✕.

• 1For each text field, choose a format: Bullet points, Paragraph or One sentence.
• 2A template can hold up to 150 headers and items; the editor shows how many you have used.

• 1The editor shows ✓ Ready when the template can be saved, and Not saved yet until you save a new one.
• 2Choose Save. Your template is ready for your next note.
• 3To use it for every note, choose ☆ Set as Default. Otherwise pick it when you confirm a recording: the template list shows your default first, then your most used templates from the last 30 days, and you can search for any other.

Tip: Deleting a template never touches your notes: notes already written with it are kept.

• Only me: only you can use it. Good for your own shorthand, rechecks and go-to formats.
• Practice: everyone in your practice can use it, so the whole team writes notes in the same format.
• Only the person who created a template, or a practice manager, can change it. Teammates can open it and choose Duplicate to make their own version.
• When a teammate records for another veterinarian, the note starts from that vet’s default template, specialty and language.

Learn more: See the Templates overview and PawfectNotes for Teams.