AI Template Generation
VetVisit AI can create custom templates based on your description. Simply tell the AI what kind of documentation you need, and it will generate a complete template.
Instant Creation
Generate a fully structured template in seconds. The AI understands veterinary documentation standards and specialty requirements.
Creating an AI Template
Follow these steps to generate a template with AI:
- Go to Templates in the navigation
- Click "Create Template"
- Select "Generate with AI"
- Describe the template you want
- Click "Generate"
- Review and customize the result
- Save your template
AI Suggestions
The AI may suggest additional sections or modifications based on best practices for your specialty.
Writing Effective Descriptions
The better your description, the better your template. Here's how to write effective prompts:
Be Specific
Include your specialty, the type of visit, and any specific sections or requirements you need.
Good Examples
Good:
"Create a SOAP note template for a canine annual wellness exam. Include a comprehensive review of body systems, preventive care recommendations, and vaccination status."
Good:
"Generate a feline dental procedure template. Include pre-anesthetic bloodwork, dental charting, extractions performed, and post-op home care instructions for the owner."
Less Effective Examples
Too vague:
"Make a vet template"
Too generic:
"Create a vet note"
Include Context
What AI Creates
The AI generates a complete template structure including:
- Template name — A descriptive name for easy identification
- Description — When and how to use the template
- Sections — Organized headings with appropriate order
- Section descriptions — Instructions for each section
- Default content — Standard phrases where appropriate
Ready to Use
AI-generated templates are immediately usable. You can start recording sessions right away, or customize further.
Refining Your Template
After generation, you can refine the template:
Regenerate
Not happy with the result? Click "Regenerate" and try a different description. The AI will create a new template from scratch.
Edit Sections
Manually adjust any section:
- Add or remove sections
- Rename section titles
- Modify section descriptions
- Reorder sections by dragging
Ask AI to Refine
Use the "Refine with AI" option to make specific changes:
- "Add a medication reconciliation section"
- "Make the Assessment section more detailed"
- "Add a differential diagnosis list to the Assessment section"
Iterative Process
Best Practices
Start with a clear use case — Know exactly what type of visit or encounter the template is for.
Include specialty context — The AI tailors templates differently for dermatology vs. dentistry.
Test with real recordings — Use the template with actual sessions to see how it performs.
Iterate and improve — Refine based on the notes it generates.
Next Steps
Learn about creating templates manually for complete control.