Clara Templates control how AI structures and formats generated notes.
You can create, manage, and select templates from the AI Scribe → Templates section.
Template Library Tabs
In AI Scribe → Templates, you will see three tabs:
My Templates
Templates you have starred for quick access.Office
Public templates within your practice, plus any templates you created.Community
Shared templates across tenants, including official templates.
Common Template Actions
Within the Templates section, you can:
Create a new blank template
Star or unstar templates for quick access
Import templates from the Community library
Duplicate templates you do not own
Open the full template editor to modify content (if permitted)
Note: You cannot edit another user’s private template unless you duplicate it first.
Selecting Templates During Note Generation
When generating a note (via Submit Recording or streaming):
Transcript Only
Cleans and structures the transcript without applying a Clara Template.Starred Templates
Appear as selectable options during generation.Recent Selections
Previously used templates are surfaced first for convenience.
If no Clara Template is selected, Clara defaults to the system SOAP context.
Search Behavior
Office Templates
Search by template name, description, or creator.Community Templates
Search using community keywords with paginated results.
Recommended
Star only high-value, frequently used templates.
Use Office templates for internal team standards.
Use Community templates when sharing or reusing generic documentation formats across practices.