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Build a template from a note you already wrote

Scott Kohlhepp, DO

Scott Kohlhepp, DO

Founder & CEO

September 16, 2026

Most clinicians already have a note format they like. It lives in an old chart, a smart phrase, or a Word file on the desktop, and it took years to get right. Asking someone to rebuild that section by section in a template editor is where a lot of AI scribe setups stall.

So you can start from the note instead. In the web cockpit, open Create a template and choose Paste a note. Paste a note you've already finished, and Scribeable builds a template from it.

What it keeps and what it removes

  • It keeps the structure. Section headers, their order, and the formatting of the note carry into the template.
  • It removes the patient. Identifiers are scrubbed, and the clinical content is replaced with placeholders, before anything is stored. If something that looks like patient information survives, the save is refused and you are asked to edit the paste.
  • It does not keep your sentences. The template tells future notes how to be laid out. Each new note is written from that visit, not copied from the example.

Before it is saved, you see the template and confirm that it contains no patient information or clinical findings. Where a section matches one in the Scribeable template library, fill instructions from the library can be attached to it, and the review screen shows you when that happened. A template built this way is private to you.

Where it works

Building from a pasted note is in the web cockpit, and it's also offered during onboarding. Once the template exists you can use it for notes on the web or on iPhone. If the paste has no section headers Scribeable can find, you get a preview but not a saved template, because there's no structure to keep.

If you'd rather not do it yourself, Pro includes template setup with me. Start the 14-day trial at scribeable.ai, or see the pricing page for plan details.

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