Why Use Custom Templates?
Custom templates in Wavo Health help you:
Personalize Documentation: Structure notes to match your specific workflow or specialty.
Save Time: Use predefined sections and placeholders to streamline note generation.
Stay Consistent: Ensure all your notes follow a uniform format for better organization.
Wavo comes with predefined templates like Extended SOAP, H&P, Mental Health Note, and more, covering various specialties (e.g., physiotherapy, psychotherapy, emergency care, and more). If these don’t meet your needs, you can create your own and set it as your default.
How to Create a Custom Template
Wavo’s template editor makes it easy to create or modify templates. Follow these steps to build a custom template:
Step 1: Access the Templates Section
Log In: Sign in to Wavo Health at https://secure.wavo.health/en/sign-in.
Go to Templates: From the left sidebar, click “My Templates” to view your template library.
Step 2: Create a New Template
Start a New Template:
In the Templates section, click the “Create Template” button (top right).
A “Create Template” window will open, as shown in the screenshot.
Name Your Template:
Enter a name for your template in the “Enter template name…” field (e.g., “Pediatric Follow-Up Note”).
Choose Your Starting Point:
Start from Scratch: Use the editor to build your template by adding sections, placeholders, and instructions.
Copy an Existing Template: Click on any predefined template (e.g., “Extended SOAP”), copy its content, and paste it into the editor to modify as needed.
Step 3: Build Your Template with the Editor
Add Sections and Elements:
Use the “Template Elements” panel on the right to add Section Headings (e.g., “History,” “Physical Examination”), Placeholders (e.g., “[Current issues],” “[Vital signs]”), Conditional Sections (e.g., “[If applicable] medical history”), and Instructions (e.g., “Never come up with your own patient details”).
Type or paste your content into the editor, structuring it as desired.
Customize Content:
Add specific prompts or instructions for each section (e.g., “Extract information only from provided transcripts/notes”).
Use placeholders to guide Wavo’s AI in filling in relevant details during transcription.
Preview Your Template:
Click the “Preview” tab in the editor to see how your template will look when applied to a note.
Save Your Template:
Click “Save Changes” to add the template to your library.
How to Set a Template as Default
Setting a default template ensures it’s automatically applied to new notes, saving you time.
Step 1: Find Your Template
In the “My Templates” section, locate the template you want to set as default (e.g., your newly created “Pediatric Follow-Up Note” or a predefined one like “Mental Health Note”).
Step 2: Set as Default
Click “Set as Default”:
Below the template name, click the “Set as Default” button (as shown in the screenshot).
This template will now be automatically selected when you create a new clinical note.
Verify: Start a new note to confirm your default template is applied.
Step 3: Change Default Anytime
You can always change the template when you're going to start a new note by selecting the dropdown selector on the template dropdown selector.
Exploring Predefined Templates
Wavo Health includes a variety of predefined templates to get you started, such as:
Extended SOAP: For detailed Subjective, Objective, Assessment, and Plan notes.
H&P: For history and physical exams.
Mental Health Note: For mental health assessments.
Physiotherapy Note, Psychotherapy Note, Referral Letter, and more.
You can view these templates, edit them, or use them as a starting point for your custom templates by copying their content.
Tips for Using Custom Templates
Start Simple: Begin with a predefined template and modify it to suit your needs.
Use Placeholders: Add placeholders like “[Vital signs]” to guide Wavo’s AI in structuring notes accurately.
Test Your Template: Create a demo note (see ) to ensure your template works as expected.
Provide Feedback: Have suggestions for new template features? Email us at [email protected].
Get Started with Custom Templates
Ready to create your own templates? Log in at https://secure.wavo.health/en/sign-in and head to “My Templates” to start building. For a visual guide, watch our demo video: Watch the Wavo Health Demo. Need help? Book a demo or email us at [email protected].