What Are Note Types?
Autochart.ai's Note Types feature lets you customize the appearance of your AI-generated clinical documentation. Default note types include SOAP, Narrative Note, and Progress Note. You can also create fully personalized templates with custom headings, bullet points, numbering, and text styling to match your workflow.
How to Use Note Types
- Before the consultation: Select your preferred Note Type in Encounter Settings when starting a new encounter.
- During or after: Change the Note Type in Encounter Settings and click Regenerate to apply it.
Set a Default Note Type
- Go to Settings -> AI Settings -> Note Types.
- Browse the list of pre-made Note Types.
- Click the star icon next to your preferred Note Type to set it as the default.
Your default Note Type loads automatically for every new encounter.
Customize an Existing Note Type
To create a custom Note Type based on an existing one:
- Click the Clone button next to the Note Type you want to start from.
- Edit the duplicate as needed and save it under a new name.
This lets you customize the new version without changing the original.
Tip: Avoid editing system Note Types directly. Clone first, adjust, then compare outputs until you get the result you want.
Create a Note Type From Scratch
- Go to Settings -> AI Settings -> Note Types.
- Click New Note Type.
- Fill in the relevant fields. Refer to an existing Note Type to see how fields are structured.
Use Learn My Style
Have examples of how you like your notes? Use Learn My Style to teach Autochart.ai your preferred format.
- Click the Learn My Style button beside New Note Type in Settings -> AI Settings -> Note Types.
- Upload, paste, or type examples of your preferred note style.
- Give it a name and click Submit.
Three Types of Note Types
- Your own note types: Custom types you create. Only visible to you.
- System note types: Pre-built templates available to all users.
- Public note types from other users: Coming soon.