Visit Note Templates

You can pre-create visit note templates to make writing notes easier during the actual visit itself, including AI Scribe instructions that tell the AI Scribe how to document each section and question. Here are the following types of questions that you can ask in the visit note template:

You can find the definitions of each of the question types here.

Multiple Choice
Dropdown
Short Answer
Grid
Table
Number
Paragraph
Date
Time
Picture
File
Statement
Consent
SSN
Address
Allergy
Medication
Condition
Vitals
Family History
PDF Upload
Editor
ICD Codes
CPT Codes
Form Response

Steps

Step 1: Create a visit note template (EMR)

To create a visit note template:

Go to the EMR (e.g. emr.avonhealth.com)
Click on the hamburger menu on the top left corner > Settings > Visit Note Templates
Click "Create a note template”
The "Add Note Template" modal will pop up. In it, set:
- Name: Name of visit note template
- Description: Description of visit note template
- Usable by: Which organization members can complete this visit note and assign it to patients. By default, visit notes can be completed and assigned to a patient by any organization member. However, visit notes can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain visit notes are only relevant for PCPs to complete vs. other visit notes are only relevant for nurses to complete.
Click "Create Visit Note"
Click "Add section" to add a section to the visit note template
Click "Add question" to add a question to the visit note template
Select the type of question you want to ask.
For each question, set:
- Required: Whether a response to this question is required
- Show on Summary Card: Whether this question and its' response should show up on the summary card when a user is scanning a patient's chart
- Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
- Copyable: Whether the response to this question can be pulled forward when someone copies from an existing visit note. Only questions marked as copyable appear in the "Choose what to copy over" list, and the person writing the note can still uncheck any question they don't want to bring over.
- Title: Title of the question where it says "type your title here"
- All other parameters are specific per question type
Click on any visit note template details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a visit note template and the trash can icon to delete a question in the visit note template.
Drag a section or question card when it's in view mode to reorder it.

Step 2: Add AI Scribe instructions (EMR)

The AI Scribe can automatically draft a note from your appointment audio. You can add AI Scribe instructions at both the section and question level to control what it documents and how it is formatted:

Sections: Select a section and, in its AI Scribe field, describe what you want the AI Scribe to document there — for example, what the section is for and what to listen for during the appointment.
Questions: Select a question and, in its AI Scribe field, describe exactly how you want the output to be formatted. You can be as specific as you like — for example:
- "Do not use abbreviations"
- "Write in the first person"
- "Summarize in no more than two sentences"
- "Only document what the patient explicitly states"
Multiple-choice questions: Use the AI Scribe field to describe how it should choose between the available options — and what it should enter in the Other choice when none of the options apply.

Step 3: Embed in logic (EMR)

You can embed in logic into the sections and questions in the visit note templates. Follow the instructions here to embed logic.

Step 4: Create smart phrases (EMR)

You can use smart phrases in visit notes. Follow the instructions here to set up smart phrases.

Step 5: Publish the visit note template (EMR)

Press "Publish" to publish all of the changes and make them visible to organization members and patients.