As soon as you click Create template, your template is added to every Note format list in mePro, next to the built-in formats such as SOAP Note. You can choose it in four places: when you book an appointment, from the appointment on your calendar, when you edit an appointment, and after the session on the session page.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
1. When you book an appointment
1. In Pro Calendar, click an empty time, or click + New and choose Appointment.
2. Choose the client and the service.
3. Click Note format.
This is the format AI will use to write the clinical note for this session. SOAP Note is selected by default.
4. Choose your template from the list.
5. Finish the rest of the form and click Create.
After the session, AI writes the note using your template. For the full booking steps, see Create an appointment in the Appointments guide.
2. From the appointment on your calendar
1. In Pro Calendar, click the appointment.
The Appointment panel opens on the right.
2. Under Booking Info, find Note format.
It shows the format the appointment uses now, for example SOAP Note.
3. Click the pencil icon next to Note format, and choose your template.
3. When you edit an appointment
1. In Pro Calendar, click the appointment, then click Edit next to Booking Info.
The Edit Appointment panel opens.
2. Click Note format and choose your template.
3. Click Save Change.
A message confirms Appointment updated. See Edit an appointment in the Appointments guide.
4. After the session, on the session page
1. In the left sidebar, click Clients, then click the client’s name.
2. Click the Chart tab, and under Past Appointments, click the session.
The session page opens with the clinical note.
3. Above the note, open the format list.
It shows the format the note is in now, for example SOAP Note.
4. Choose your template.
If the note hasn’t been written in that format yet, the format shows generate. Choose it and AI writes the note in your template. See Review and sign a session note in the Client Profile: Insights & Clinical Chart guide.
Tip: Choose your template when you book the appointment. That way, the note is written in your template straight after the session, and you don’t need to change it later.
