Creating and managing Clinical Note templates

Clinical Notes templates allow administrators and enabled users to build, customize, and manage documentation formats for patient consultations. Templates can be  shared across the account or group, helping clinicians to create more consistent and structured note formats. Administrators can manage template access, while users with the appropriate role permissions can create, edit, and set their own default or favorite templates for easier access during a consultation.

Note: Clinical note template content is generated based on the clinician’s selected specialty.

Requirements for creating and managing Clinical Note templates

Table of Contents

What is a template section

When editing a predefined section or creating a custom section, there are three fields to configure:

Example custom sections

NameDescriptionAI Instruction
Appointment ReasonA brief statement, which may include the patient's own words, describing the primary symptom or concern that prompted the visit.Place the patient's words in quotes. Keep to 1-2 sentences maximum.
ObjectiveThe clinician's documented findings based on direct, measurable, and observable data collected during the encounter.List physical exam findings, test results, and vital signs. Use a new paragraph for each category of findings.

How to create a new clinical note template

Create a new template from scratch

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then click Zoom AI.
  5. On the Zoom AI page, click the Custom Templates tab, then click Clinical Notes Templates.
  6. Click Start from blank.
  7. In the Create a Template dialog box, enter the following information:
  8. Click Save.
  9. Select the predefined sections that will be utilized in the template.
  10. (Optional) Click Custom section to add a custom section.
  11. Click Add.
  12. (Optional) Click + Add a section to add a new section to the template.
  13. (Optional) Update any Predefined or Custom section with the following options:
  14. (Optional) Drag and reorder the sections.
  15. (Optional) In the top left corner, click the Edit icon [pencil icon] to update the template Name and/or Description or who has access to the template.
  16. Click Publish.
  17. When prompted for confirmation, click Publish.

Create a new template from an existing template

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then click Zoom AI.
  5. On the Zoom AI page, click the Custom Templates tab, then click Clinical Notes Templates.
  6. Click Start from existing template.
  7. Select the desired template you want to copy, then click Select template.
  8. (Optional) Configure the following fields: Name, Description, and Who can use it.
  9. Click Save.
  10. (Optional) Click + Add a section to add a new section to the template.
  11. (Optional) Update any Predefined or Custom section with the following options:
  12. (Optional) Drag and reorder the sections.
  13. (Optional) In the top left corner, click the Edit icon [pencil icon] to update the template Name and/or Description or who has access to the template.
  14. Click Publish.
  15. When prompted for confirmation, click Publish.

How to manage existing templates

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then click Zoom AI.
  5. On the Zoom AI page, click the Custom Templates tab, then click Clinical Notes Templates.
    The current custom templates will be displayed.
  6. (Optional) Click the name of the template to edit the template.
  7. (Optional) Click the More icon , and click one of the following options: