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How to use notes templates

Note templates give providers a structured starting point for clinical documentation, reducing the time spent writing notes and helping ensure consistent records across the organization. MediSprout includes two standard clinical templates — SOAP and DAP — plus a free-form option and any custom templates your administrator has published.

Who this article is for

  • Providers who want to use templates when writing or completing visit notes.
  • Administrators who need to create, edit, or retire custom note templates for their organization.

 

Templates included by default

Every MediSprout account includes the following templates out of the box:

 

  • SOAP — Subjective, Objective, Assessment, Plan. The most widely used clinical note format.
  • DAP — Data, Assessment, Plan. Common in behavioral health settings.
  • Free form — No predefined structure. Write whatever you need without section prompts.
  • Custom templates — Any templates your administrator has created and published for your organization.

 

How to apply a template to a note

  1. During or after a visit, open the Note tab.
  2. Select a template from the Template menu.
  3. Each section of the template appears as a heading with optional guide text. Fill in each section.
  4. Save the note.

 

Note: You can switch templates after you've already started writing. Existing content is preserved and moved to the closest matching section in the new template. Nothing is lost when switching.

 

Copy from a previous patient note

To speed up documentation, you can copy the content of a patient's most recent note into a new note. This is useful for follow-up visits where much of the clinical context carries over.

 

How to copy from a previous note

  1. Open a new note for the patient.
  2. Select the option to copy from their last note.
  3. Review and edit the copied content before saving or finalizing.

 

Note: The original note is not affected. Only the content is copied — the new note remains fully editable and independent.

 

Availability: Web application and MyPractice Assistant (Android and iOS, version 1.2.0 or later). Released in v2.3.0 — April 22, 2026.

 

Pending notes in Past Visits

The Past Visits list now highlights appointments that have incomplete (pending) notes. This makes it easy to spot and complete any overdue documentation at a glance — you no longer need to open each visit individually to check note status.

 

Availability: Web application and MyPractice Assistant Android and iOS v1.2.0+. Released in v2.3.0 — April 22, 2026.

 

How to create a custom template (Administrators)

  1. From the main menu, select Settings → Note Templates.
  2. Select New template and give it a name (for example, "Pediatric Follow-up").
  3. Define each section: heading, optional guide text, and optional default content.
  4. Add as many sections as needed and drag to reorder them.
  5. Save and publish. The template immediately appears in the Template menu for all providers in your organization.

 

Edit or retire a template (Administrators)

Administrators can edit a published template at any time. Edits do not retroactively change notes that were already saved using a previous version of the template.

 

To retire a template, open it in Settings → Note Templates and select Retire. Retiring removes the template from the Template menu but does not delete any notes that were written using it.

 

Need help?

Contact MediSprout support using the chat function in the same window you are using, or call +1 866-896-1431.