How Do I Import and Convert My Own Templates?

PatientNotes makes it easy to bring your own templates into the system and convert them into structured, AI-powered prompts. This allows you to preserve your preferred layout while benefiting from automation.

🧭 Step-by-Step: Importing Your Template

1. Go to Settings
   Navigate to your Settings, then select the Prompt Templates section.
   
   
   

2. Select either clinical note template or a report or letter. 
   
   

3. Click "Import" Template
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4. Paste or Upload Your Template

   • Currently, the system accepts text format.

   • PDF support is coming soon!

   • Paste your content directly into the editor window.

5. Make Manual Edits as Needed

   • You can adjust headings, sections, or formatting before submitting.

   • This helps the system interpret your structure correctly.

6. Click “Submit”

   • This will draft a conversion of your template using our internal prompt conversion engine.

🎯 After Submission: Test and Optimize

• Interact with the Tool: Review the converted layout and ensure it aligns with your original design.

• Provide Feedback: Use the feedback feature to help fine-tune the template structure or content generation style.

• Test in a Session: We strongly recommend testing the converted prompt in a real or dummy session to confirm flow, accuracy, and readability.

✅ Best Practices:

• Keep sections clear and structured for better AI interpretation.

• Label key fields (e.g., History, Assessment, Plan) to maintain consistent layout.

• Use plain text for headings/subheadings when possible.

💬 Need Help?

If your template isn’t converting as expected, or you want help optimizing layout or prompt logic, reach out to support@patientnotes.app.