Built-in Templates | Templates | VetVisit AI Help

Template Library

VetVisit AI includes a comprehensive library of built-in templates designed by veterinarians for common documentation needs. These templates are optimized for AI note generation and follow standard veterinary documentation practices.

Favorites

Mark frequently used templates as favorites by clicking the star icon. Favorites appear at the top of your template list for quick access.

Core Templates

These versatile templates work for most day-to-day appointments across every specialty.

Vet SOAP

Wellness / Annual Exam

Comprehensive preventive care documentation for annual checkups and puppy/kitten visits.

Sections:Signalment, Diet & Lifestyle History, Physical Exam, Preventive Care Recommendations, Vaccination Status, Plan

Sick Visit

Focused documentation for acute illness visits, with differential diagnoses and diagnostic recommendations.

Sections: Chief Complaint, History, Physical Exam, Differential Diagnoses, Diagnostics, Assessment, Plan

Vaccination Visit

Streamlined documentation for vaccine appointments, including lot numbers and next due dates.

Sections: Signalment, Vaccines Administered, Lot Numbers, Next Due Dates, Client Instructions

Recheck / Progress Note

Streamlined format for follow-up visits. Focuses on interval changes, current status, and ongoing treatment.

Sections: Interval History, Current Medications, Physical Exam, Assessment, Plan Updates

Procedure & Client Templates

These templates cover procedures and client-facing documentation, with sections tailored to each visit type.

Dental Procedure

Documentation for dental cleanings and extractions, including pre-anesthetic workup and charting.

Sections: Pre-anesthetic Bloodwork, Anesthesia Protocol, Dental Charting, Procedures Performed, Post-op Home Care

Surgical Report

Documentation for surgical procedures, including anesthesia, technique, and post-op care.

Sections: Indication, Pre-op Assessment, Anesthesia, Procedure Details, Findings, Complications, Post-op Care

Euthanasia Note

Sensitive, thorough documentation for end-of-life appointments.

Sections: Reason for Euthanasia, Discussion with Owner, Method, Time of Death, Aftercare Arrangements

Client Discharge Instructions

Plain-language takeaways for pet owners after a visit or procedure.

Sections:Diagnosis Summary (plain language), Medications & Dosing, Home Care Instructions, Warning Signs, Follow-up

29 Built-in Templates

These are just a few highlights — VetVisit AI ships with 29 built-in veterinary templates in total, covering routine care, procedures, specialty visits, and client-facing letters. You can also create unlimited custom templates from scratch, duplicate and modify any built-in template, or describe what you need to the AI template assistant. See Custom Templates to learn more.

Using Built-in Templates

Built-in templates are ready to use immediately. Here's how to get the most from them:

Accessing Templates

Start or open a session
Switch to the Notes tab
Click "Create Note" to open the template picker
Search or browse the template library
Click a template to select it and generate your note

Template editor showing an editable built-in template with bracketed instruction tokens — Open any template from the library to view or duplicate its structure

Favoriting Templates

Click the star icon next to any template — in the picker or in your Template Library — to add it to your favorites. Favorites appear at the top of the list for quick access.

Setting a Default Template

To set a default template that's pre-selected for new sessions:

Open the template from your Template Library (or the note options menu)
Toggle "Make default" in the edit template panel
New sessions will use this template unless you choose a different one

Customizing Template Output

While you can't modify built-in templates directly, you have several options to customize the output:

Edit After Generation

Make direct edits to the generated note or use the AI assistant to modify sections.

Duplicate & Customize

Duplicate any built-in template to create a custom version that you can modify to your preferences.

Create from Scratch

Build a completely custom template using our template builder if built-in options don't meet your needs.

Next Steps

Want to create templates tailored to your exact needs? Learn how to build custom templates.

Custom Templates Back to Templates