How to customize templates in SwiftyNote

Customize SwiftyNote templates for easy use.
By
Wendy
Tse
Table of contents
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Hey there! Ready to make templates in SwiftyNote truly yours? Let's dive in!

Templates in SwiftyNote are fully customizable and can be tailored according to your unique workflow, making every session smooth and efficient. Let’s see how.

  1. Launch SwiftyNote on your device.

  2. Choosing a template

        a. Select an existing template from the dropdown or

        b. Create a new template by clicking add ‘+'

  3. Edit Template Fields to match your workflow

        a. Check/Uncheck the titles you want to include/remove in your session note

        b. Rearrange sections to align with your session notes

             i. Drag and Drop the six dots to rearrange the section orders

        c. Rename titles of the section to resonate with your specific needs.

        d. Add new fields by clicking “add block”

SwiftyNote goes beyond surface-level customization. Dive deeper into each section, customize outputs, and tailor them to your exact preferences. You’re able to indicate how you want SwiftyNote to craft each section's output - it's like having a personal note-taking assistant!

  4. Customize section’s output

        a. Hover your mouse over the section you would like to customize

        b. Click “Customize"

        c. Indicate how you would like SwifyNote to write this section’s output

With your customized template in hand, you're all set to dive into action! Let’s explore how to create your new note:

  5. Create a New Note

        a. Click on ‘+’ to begin creating a new note

  6. Choose input method

        a. Text-to-Text

            i. Click the pencil icon or “text” to type directly into the text box. Follow this guide to learn more.

        b. Speech-to-Text

            i. Click the microphone icon or “Dictate speech-to-text” to input speech. Follow this guide to learn more.

        c. Record your patient encounters

            i. Click the sound icon or “Record” to start recording your patient conversations . Follow this guide to learn more.

        d. Upload (coming soon)

Whether it's text input for precise notes, speech-to-text for effortless dictation, recording patient encounters for detailed documentation, or uploading a document, SwiftyNote has you covered.

  7. Once your input is loaded, click “Write note” to retrieve your SwiftyNote generated session note!

And voila! Your input transforms into a meticulously crafted session note with just a click!

The beauty of customized templates isn't just in the convenience; it's in how they streamline your documentation process and elevate patient care. Every detail you tailor reflects your commitment to excellence. Cheers to a smoother, more personalized note-taking experience with SwiftyNote!

Happy customizing!

Get started today ->

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