Template Library & Selection

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 

1. Star only high-value, frequently used templates.

2. Use Office templates for internal team standards.

3. Use Community templates when sharing or reusing generic documentation formats across practices.