Platform difference: Create, edit, archive, share, and browse the full Template Library on the website. On iPhone and Android, choose an existing template from My templates or Team templates; connect to the internet to browse shared team templates or change your default.
What Templates Do
Templates tell Wavo how to structure your clinical notes and other documents.
You can use templates to:
Create consistent note formats, such as SOAP, consultation notes, follow-up notes, letters, or specialty-specific documents
Control which sections appear in a generated note
Give Wavo instructions about what each section should include
Set your preferred formatting style, such as bullet points or paragraphs
Save different formats for different visit types, specialties, or workflows
Templates define the structure of the output. Style Settings control your broader writing preferences, such as verbosity and tone.
Open Your Templates
To open your templates:
Sign in to Wavo at https://secure.wavo.health/en/sign-in.
Go to Templates from the sidebar.
From the Templates page, you can:
Create a new template
Edit an existing template
Set a template as default
Archive templates you no longer use
Open the Template Library to browse built-in, community, and organization templates
Create a Template with the Plain Text Editor
The plain text editor is the simplest way to create a template.
Use this option when:
You already know the structure you want
You want to paste an existing note format
You prefer writing the template directly instead of configuring each section
To create a template with the plain text editor:
Go to Templates.
Click Create Template.
Enter a template name.
Choose the plain text editor if prompted.
Type or paste the format you want Wavo to follow.
Click Save.
Example plain text template:
Chief Concern:
History of Present Illness:
Relevant Past History:
Assessment:
Plan:
Patient Instructions:
You can include short guidance under each heading, such as:
Assessment:
Summarize the most likely diagnosis, relevant differential diagnoses, and clinical reasoning.
Plan:
Use clear bullet points. Include investigations, treatment, follow-up, and safety-net advice when discussed.
Create a Template with the Template Builder
The template builder gives you more control over each section.
Use this option when:
You want to build a structured template section by section
You want different sections to use different styles
You want to give Wavo specific instructions for individual sections
You want to add subsections or organize the note hierarchy
To create a template with the template builder:
Go to Templates.
Click Create Template.
Enter a template name.
Open the template builder.
Add each section you want in the final note.
For each section, add a title and optional description.
Choose the section style and length.
Add instructions if needed.
Save the template.
Common sections include:
Subjective
Objective
Assessment
Plan
History
Medications
Investigations
Risk Assessment
Follow-up
Patient Instructions
Choose Section Style and Length
In the template builder, each section can have its own formatting preferences.
Section style options may include:
Bullet: Best for scannable notes, plans, summaries, and problem lists.
Paragraph: Best for narrative documentation, consultation letters, and clinical reasoning.
Section length options may include:
Concise: Keeps the section brief.
Standard: Balanced detail for most clinical notes.
Comprehensive: Adds more detail when the encounter is complex or the section needs richer context.
Choose the style and length based on how you want that section to read. For example, you might use paragraph style for History of Present Illness and bullet style for Plan.
Add Instructions for Each Section
Instructions tell Wavo what to focus on inside a section.
Good instructions are specific, reusable, and clinically clear.
Examples:
For Assessment:
Include the working diagnosis, relevant differential diagnoses, and brief clinical reasoning.
For Plan:
Use bullet points. Include medications, investigations, referrals, follow-up, and safety-net advice when discussed.
For Mental Status Exam:
Use objective clinical language. Include appearance, behavior, speech, mood, affect, thought process, thought content, cognition, insight, and judgment when available.
For Patient Instructions:
Write in patient-friendly language. Avoid jargon. Include return precautions when discussed.
Avoid putting patient-specific details in a template. Templates should be reusable.
Save and Use a Template
After saving a template, it appears in your Templates list.
To use it for a new note:
Start a new encounter or create a new document.
Choose the template from the template selector.
Record, upload, or enter the encounter information.
Wavo generates the note using the selected template structure.
You can also use templates when creating additional documents from the same encounter.
Set a Default Template
Your default template is the one Wavo uses automatically when no other template is selected.
To set a default:
Go to Templates.
Find the template you want to use by default.
Click the star or choose Set as default from the template actions menu.
The template list will show Default beside the selected template.
You can change your default template at any time.
Apply a Template to an Existing Note
You can apply or switch templates after a note has already been created.
Open the note or encounter.
Use the template selector or document creation options.
Choose the template you want to use.
Wavo will create or regenerate the document using that structure.
Important: If the encounter has already been captured, you usually do not need to re-record or re-upload anything to create another document from a different template.
Edit or Archive a Template
To edit a template:
Go to Templates.
Find the template.
Open the actions menu.
Click Edit.
Update the plain text content or template builder sections.
Save your changes.
To archive a template:
Go to Templates.
Find the template.
Open the actions menu.
Click Archive.
Archived templates are removed from your active template list but can be restored if needed.
You cannot archive your current default template until you choose a different default.
Template Library and Shared Templates
The Template Library lets you browse templates beyond your own list.
The library may include:
Built-in templates provided by Wavo
Community templates published by other Wavo users
Organization templates shared privately with members of your organization
When you use a template from the library, Wavo creates a copy in your account. You can then use it as-is or customize it.
For more about community and organization templates, see Using Community and Organization Templates in Wavo Health.
Best Practices
Start simple
Begin with a clear structure before adding detailed instructions. A simple, reliable template is often better than a complicated one.
Use reusable instructions
Templates should guide Wavo generally. Do not include patient-specific information.
Be specific where it matters
If a section must follow a particular format, write that instruction directly in that section.
Use the builder for complex templates
The template builder is best when each section needs different formatting or instructions.
Use plain text for quick templates
The plain text editor is fastest when you already have a preferred format.
Review the output
After using a new template, review the generated note and refine the template if sections are missing, too long, or formatted differently than expected.
Troubleshooting
My note does not follow the template exactly
Check that the template is selected before generating the note. If the issue continues, add clearer instructions to the relevant section.
A section is missing
Wavo may omit a section if there was no relevant information in the encounter. Add instructions if you want Wavo to include the section even when information is not discussed.
The note is too long or too short
Adjust section length in the template builder, or add instructions such as “keep this section concise” or “include relevant detail when discussed.”
The formatting is not what I expected
Use the template builder to set section style, such as bullet or paragraph. You can also update Style Settings for broader formatting preferences.
I do not see my template in the selector
Refresh the page and confirm the template is saved and not archived.
I want to create a second document from the same encounter
Use the option to add or create another document from the encounter, then choose a different template.
Need Help?
For help creating, editing, or applying templates:
Email [email protected]
Open Templates from the sidebar
See Using Community and Organization Templates in Wavo Health for shared templates
On the mobile app you can select an existing template before or after a visit. Creating and editing templates is on the website.
For product walkthroughs, watch the Wavo Health demo: https://youtu.be/_Mirlng0RIA