What are Templates?
Templates in VetVisit AI define how your clinical notes are structured and formatted. When you generate a note, the AI organizes the transcript content according to the template you select.
AI-Powered Formatting
Templates guide the AI to extract and organize specific types of information. A dental template knows to include pre-anesthetic bloodwork and dental charting; a SOAP template focuses on the classic four sections.
Template Topics
Learn everything about templates in VetVisit AI:
Built-in Template Library
VetVisit AI includes a comprehensive library of templates for common documentation needs. Here are some of the most popular:
Vet SOAP
Standard Subjective, Objective, Assessment, Plan format
Best for: Most routine visits
Wellness / Annual Exam
Comprehensive preventive care exam documentation
Best for: Annual checkups, puppy/kitten visits
Sick Visit
Focused documentation for acute illness visits
Best for: Same-day and urgent sick visits
Vaccination Visit
Streamlined documentation for vaccine administration
Best for: Vaccine appointments
Dental Procedure
Pre-anesthetic bloodwork, dental charting, and extractions
Best for: Dental cleanings and extractions
Client Discharge Instructions
Plain-language instructions for pet owners
Best for: Post-visit and post-procedure takeaways
Choosing the Right Template
Selecting the right template for your visit type improves documentation quality and saves editing time.
General Guidelines
Match Visit Type
New patient? Use Wellness/Annual Exam. Follow-up? Use Recheck. Simple visit? Vet SOAP works great.
Consider Specialty Needs
Sick visit templates surface differential diagnoses; dental procedure templates capture pre-anesthetic bloodwork and charting.
Client-Facing vs. Internal
Use a Letter-type template (like Referral Letter or Client Discharge Instructions) when the output needs to go directly to a client or colleague; use a Note template for the medical record.
Set a Default
Template Features
Templates in VetVisit AI are more than just formatting—they guide the AI to produce better, more relevant documentation.
Section Definitions
Templates define which sections appear and what content belongs in each.
Smart Defaults
Templates can include default text for common phrases or findings.
Specialty Context
Specialty templates understand relevant terminology and documentation requirements.
Formatting Rules
Control whether output uses bullets, prose, headers, or other formatting.
Create Custom Templates
Can't find the perfect template? Create your own. Custom templates let you define exactly what sections you want and how content should be formatted.
Custom Template Benefits
- ✓Match your exact documentation style
- ✓Include specific sections for your specialty
- ✓Add default text and smart phrases
- ✓Share with your team for consistency
Quick Tips
Favorite your most-used templates for quick access when starting new sessions.
Try different templates with the same recording to see which output you prefer.
Customize built-in templates by duplicating them and making modifications.
Share templates with colleagues to ensure consistent documentation across your practice.
Get Started
Explore our built-in templates or learn how to create your own custom formats.