Custom templates control the structure and section-level instructions Wavo uses when it generates a document. You can build one manually or let Wavo turn an example note into a reusable starting point.
Create and edit templates on the website. In the iPhone and Android app, you can select templates that already exist, including personal and team templates.
Create a custom template manually
Sign in at secure.wavo.health.
Open Templates from the sidebar.
Select Create Template.
Enter a clear template name.
Choose the plain text editor for a quick structure, or the template builder for section-by-section style, length, and instructions.
Add the headings and reusable instructions you want Wavo to follow, then save.
Plain text editor | Template builder |
Best for pasting an existing format or creating a simple list of headings and instructions. | Best when sections need different styles, lengths, subsections, or detailed instructions. |
Create a template from an example note
Use Create from Note when you already have a strong example and want Wavo to learn its style, format, and main sections.
Open Templates on the website.
Select Create from Note.
Paste the text of a clinical note or document into the field.
Select Generate Template.
Review the suggested template name and generated template content.
Edit either field as needed, then select Save Template. Choose Start Over if you want to use a different example.
Remove patient-specific information first. Use a de-identified example and review the generated structure before saving. A reusable template should contain headings and instructions—not details from one patient visit.
Set a default template
Open Templates.
Find the template you want.
Select the star or choose Set as default from its actions.
Confirm the template shows the Default label.
The default is selected automatically when no other template is chosen. You can still choose a different template for any encounter.
Use the template on mobile
Open or create an encounter in the mobile app.
Tap Template.
Choose from My templates or Team templates.
Saved personal templates may remain visible offline, but connect to change the default or browse shared team templates. Return to the website to change template structure or instructions.
More template options
Use a built-in or community template from the Template Library, then customize your copy.
Organization members can use templates shared by their team.
Archive personal templates you no longer want in the active selector.
Create another document from an existing encounter with a different template; you usually do not need to record or upload the audio again.
For the complete template guide, see How to Set Up and Use Templates in Wavo Health.