New · Template library

81 ready-made templates. Pick one and record.

SOAP notes for every species and specialty, imaging and pathology reports, history summaries from PDFs, client emails, referral letters, even meeting notes. Every template is ready in the PawfectNotes app today.

  1. 1Choose what you’re writing
  2. 2Pick a template
  3. 3Record the visit or upload a PDF
  4. 4Get the finished note

Every template, one search away

The same groups and names you’ll see under PawfectNotes templates in the app.

All 81 templates

Visit records

46From the appointment recording

Built-in5

  • SOAP Note
    Built-in

    Subjective, Objective, Assessment and Plan, with your specialty’s physical exam and your own normals.

    RecordingExample
  • SOAP + Discharge
    Built-in

    One recording, two notes: the SOAP note plus client discharge instructions.

    RecordingExample
  • Call Summary
    Built-in

    A concise record of a phone call with a client, ready for the patient history.

    RecordingExample
  • Discharge Note
    Built-in

    Clear take-home instructions written for the pet owner.

    RecordingExample
  • Dental Chart
    Built-inBeta

    An interactive tooth chart for dental exams, generated from your recording.

General practice6

  • Comprehensive History

    A very in-depth patient history, for general practice or specialists such as internal medicine.

    Recording
  • Formatted Dictation

    Your dictation, near verbatim, cleaned up for punctuation, grammar and clarity.

    Recording
  • SOAP – ezyVet Formatting

    A SOAP note with Markdown headers and bold text that carry over when pasted into ezyVet.

  • SOAP – Recheck Exams

    A scaled-down SOAP for follow-ups: what changed since the last exam, with a focused PE.

    Recording
  • Support Staff – History and Vitals

    Technicians record history and vitals before the veterinarian sees the patient.

    RecordingTeams
  • Telemedicine – SOAP

    A SOAP note for telemedicine appointments, when the patient is not in the clinic.

    Recording

Emergency & critical care5

  • Hospitalized Patient SOAP

    Scaled-down SOAP updates for hospitalized patients whose case spans several days.

    RecordingECC
  • Pet Poison Control

    Summarizes an uploaded poison-control report together with your recording.

    Recording or PDFEmergency
  • SOAP

    For urgent cases, with a detailed chronological plan logging events and communication.

    RecordingEmergency
  • Time-stamped Case Update

    Time-sequenced updates after the initial SOAP for emergency and hospitalized cases.

    RecordingECC
  • Triage

    Support staff summarize triage for an emergency patient before the attending vet arrives.

    Recording

Specialty consults7

  • Cardiology – Consultation Report + Echo

    A detailed referral-practice cardiology consult, including the echocardiogram.

  • Dermatology – Consultation Report

    A detailed dermatology consult for a specialty or referral practice.

  • Internal Medicine – Consultation Report

    An internal medicine consult that takes PDFs of prior records as well as your recording.

    Recording or PDFInternal medicine
  • Neurology – Consultation Report

    A detailed neurology consult for a specialty or referral practice.

    RecordingNeurology
  • Ophthalmology – Consultation Report

    Ocular structures and reflexes exam by exam, with default normals.

  • Reproduction – Puppy / Kitten Litter SOAP

    A whole litter in one document, with an individual exam for each puppy or kitten.

  • Reproduction – SOAP + Procedure Report

    SOAP plus procedure details: TCI, radiographs, ultrasound and C-section staging.

Surgery & anesthesia3

  • Consultation Report (General)

    A general surgery consultation report.

    RecordingSurgery
  • Consultation Report (Orthopedic)

    An orthopedic surgery consultation report.

  • Intake + Anesthesia Report

    Intake, pre-op exam, medications given and the anesthetic protocol in one report.

Dentistry1

  • Text Based Procedure Report

    Any dental procedure or COHAT, written up as text.

    RecordingDentistry
  • Acupuncture – SOAP

    A SOAP note with the extra details acupuncture cases need.

    Recording
  • Rehabilitation – SOAP

    A SOAP note for canine and feline rehab cases, with rehab-specific details.

    Recording

Palliative & end of life2

Palliative care vet AI scribe
  • Euthanasia Appointment

    Documents a euthanasia visit.

    Recording
  • SOAP

    A SOAP note designed for palliative care and hospice cases.

    Recording
  • Acupuncture / Chiropractic Exam

    Equine acupuncture and chiropractic findings.

    RecordingEquine
  • Breeding / Reproductive Exam

    Breeding and reproductive exam of the mare or stallion.

    RecordingEquine
  • Castration Report

    An equine castration procedure report.

    RecordingEquine
  • Colic / Emergency Exam

    Colic and other equine emergency exams.

    RecordingEquine
  • Dental Exam + Procedure Report

    Equine dental exam and float procedure.

    RecordingEquine
  • Foal Exam

    A foal exam.

    RecordingEquine
  • General Exam

    A general equine exam, with default normals unless discussed.

    RecordingEquine
  • Lameness Exam

    Lameness exam findings.

    RecordingEquine
  • Pre-Purchase Exam

    A pre-purchase exam report.

    RecordingEquine
  • Herd Health

    A herd health visit.

    RecordingFood animal
  • Individual Animal

    A SOAP note for an individual ruminant.

    RecordingFood animal
  • Reproductive Case

    Calving, kidding, dystocia and other reproductive cases.

    RecordingFood animal

Exotics3

  • Avian SOAP

    A SOAP note for birds.

    RecordingExoticsAvian
  • Rabbit & Rodent SOAP

    A SOAP note for rabbits and rodents.

    RecordingExoticsPocket pets
  • Reptile SOAP

    A SOAP note for reptiles.

    RecordingExoticsReptile

Diagnostic reports

11Imaging, pathology and lab write-ups
  • Abdominal Ultrasound Report

    An abdominal ultrasound report ready to send to the referring vet.

    RecordingExample
  • AFAST / TFAST Ultrasound Report

    Abdominal and thoracic FAST scan findings.

  • CT Report

    A computed tomography report.

    Recording
  • MRI Report

    A magnetic resonance imaging report.

    Recording
  • Other / POCUS Ultrasound Report

    Point-of-care and other ultrasound studies.

  • Radiograph Report (General Practice)

    A radiograph report for general practice; set default normals in custom instructions.

    Recording
  • Radiograph Report (Specialty)

    A radiograph report in specialty detail.

    Recording
  • Cytology Report

    A cytology report from your recording or an uploaded report.

    Recording or PDF
  • Histopathology Report

    A histopathology report from your recording or an uploaded report.

    Recording or PDF
  • Necropsy Report

    A necropsy report.

    Recording

Lab1

  • Lab Results

    Lab results written up from your recording or an uploaded lab report.

    Recording or PDF

History summaries

9Condensed from past records and PDFs

Whole record5

  • Document Summary
    Built-in

    A summary of any uploaded document.

  • Medical History – Brief Narrative

    The patient’s history as a short narrative.

  • Medical History – Chronological

    The history in date order, oldest first.

    PDF
  • Medical History – Detailed by Group

    The history in sections: vaccinations, medications and more.

    PDF
  • Medical History – Reverse Chronological

    The history in date order, newest first.

    PDF

For a specialty visit4

  • Dermatology – History Summary

    Prior records condensed for a dermatology appointment.

  • Neurology – History Summary

    Prior records condensed for a neurology appointment.

  • Palliative Care – QOL History Summary

    A quality-of-life history for a palliative care visit.

  • Surgery – History Summary

    Prior records condensed for a surgical consult.

Client messages

3Emails, summaries and cards for owners

After a visit1

  • Communication – Visit / Discharge Summary

    A client-friendly summary of the visit and discharge instructions.

Calls and conversations1

  • Communication – Phone / In-Person

    A record of a phone or in-person conversation with a client.

End of life1

  • Palliative Care – Sympathy Card

    A personal sympathy card for a grieving owner.

Colleague messages

4Referrals, case reports and rounds

Referrals2

  • Referral Letter
    Built-in

    A referral letter for the receiving veterinarian, written from your appointment.

    RecordingExample
  • Imaging – Radiograph Consultation Request

    A concise clinical summary to send with radiographs to a radiology service.

    Recording

Case discussion2

  • Vet to Vet – Case Consultation

    A case summary for consulting a colleague.

    Recording
  • Vet to Vet – Daily Rounds

    Patient updates for daily rounds and handovers.

    Recording

Practice & learning

8Meetings, billing, SOPs and CE

Running the practice5

  • Billing Summary – Large Animal

    A reminder list of billable items from a large-animal visit.

    Recording
  • Billing Summary – Small Animal

    A reminder list of billable items mentioned in the recording.

    Recording
  • Client Discussion Summary

    Discussions between a clinic manager and a client.

    Recording
  • Meeting Summary

    Staff meetings summarized, with decisions and actions.

    Recording
  • SOP Builder

    Turns a walkthrough or an existing document into a standard operating procedure.

    Recording or PDF

Learning3

  • Article Summary

    The key points of an uploaded journal article.

  • Lecture Summary

    Notes from a lecture or CE session.

    Recording or PDF
  • Veterinary Study Questions

    Study questions generated from a lecture or reading.

    Recording or PDF

Make the library yours

All of this happens in Templates in the app.

  • Open any one to make it your own

    Library templates open ready to edit. Change sections, fields or wording, then save: you get your own copy and the original stays as it was.

  • Pin the ones you use

    Pin up to 50 library templates and they show with your own templates when you generate a note, so they’re always at hand.

  • Set a default

    Choose ☆ Set as Default on the template you use most. Every new note starts from it; pick another for a single appointment when you confirm a recording.

  • Your specialty, on the SOAP card

    The SOAP templates show a “Specialty: … ▾” pill. Pick your specialty and your SOAP notes use its physical exam and normal findings.

  • Regenerate in another specialty

    Seeing a case outside your usual specialty? Regenerate that SOAP note in another specialty, for that note only. Your default doesn’t change.

  • Share with your practice

    Your own templates sit under Your templates. Save each one as Practice so the whole team uses it, or keep it to Only me.

Open Templates in the appBuild a custom templateCustomization overviewSpecialty settings

Every template, free to start.

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