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Custom note templates for SOAP notes, letters and handouts

Choose how Othisis writes each document: the sections, their order, the format and the writing style. Start from a note you already like, the Othisis library or a blank template, then star the ones you use most.

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Choose how your notes are writtenTemplates+ New template
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AllMineOthisis library
Mine
Chronic Care Follow-up
Family Medicine · Edited today
Knee Follow-up
Orthopedics · Edited Oct 22
Othisis library
SOAP NoteOthisisAfter every recording
General Medicine
Follow-up VisitOthisis
General Medicine
Referral LetterOthisis
Referral letter
Patient HandoutOthisis
Patient handout
Chronic Care Follow-upMineStarred
SOAP note · Family Medicine · Based on Othisis Follow-up Visit
UnstarDuplicateEdit
Starred. When you click + in a session, it's offered as its own note next to Othisis's.
Sections
  1. 1Interval history
    What changed since the last visit, in the patient's words    paragraph
  2. 2Medication changes
    Started, stopped or changed, with the dose and the reason    list
  3. 3Vitals and labs
    Blood pressure, weight and results from the visit or records    bullets
  4. 4Assessment
    Each problem, in the clinician's own words    bullets
  5. 5Plan
    Orders, referrals and the next visit    list
Your instructions
Write lab results with their units, newest first.

Start a new template three ways

Click New template and choose where to start. You can change everything afterwards.

From a note I like

Paste a note you've written. Othisis turns its headings into sections and keeps the layout, not the patient details.

From the library

Start from an Othisis template and change what you need. Customize makes your own copy, and the library template stays as it was.

Blank

Add your own sections one at a time, each with what it should include and how it's laid out.

Sections, format and writing style, set the way you work

Edit a template and Othisis shows a preview of the note as you go. Changes save as you type.

  • Name each section and say what it should include.
  • Lay out each section as bullets, a numbered list or a paragraph, and drag sections into the order you want.
  • Pick a concise, standard or detailed writing style.
  • Add up to 1,000 characters of your own instructions, such as writing lab results with their units or giving range of motion in degrees.
Edit templateAll changes savedDone
NameKnee Follow-up
SpecialtyOrthopedics
Sections
Interval historyWhat changed since the last visit, new symptomsbullets▾
Range of motionFlexion and extension in degrees, as measuredlist▾
Response to treatmentAdherence, side effects, improvementparagraph▾
Next stepsChanges to treatment and next review datelist▾
+ Add section
Writing style
concisestandarddetailed
Your instructions
Give range of motion in degrees, left knee then right.52/1000

Start from the Othisis library

Othisis comes with ready-made templates for notes, letters and handouts. Library templates stay as Othisis wrote them, and Customize makes your own copy you can change.

General Medicine

SOAP Note

Subjective, Objective, Assessment and Plan. The note Othisis writes for every visit you record.

General Medicine

Follow-up Visit

Interval history, response to treatment, findings and next steps, in a concise style.

Letter

Insurance Letter

Requested service, diagnosis, clinical history, prior treatment, findings, functional impact and the clinician's statement of medical necessity.

Letter

Referral Letter

Reason for referral, your question for the specialist, history, findings, prior treatment, medications and allergies, and precautions.

Handout

Patient Handout

What we talked about, what to do at home, medicine changes, when to call, and the next visit, in plain words.

Any specialty

Your own copy

Customize any library template, then rename it, set your specialty and change its sections, format and style.

Insurance and referral letters keep their printed layout. Say what each section should include, or remove the ones you don't need.

Your templates in every session

Othisis writes its SOAP note when you complete a session. Click + to add another document from the same visit.

  • Star the templates you use most. They're offered when you click + in a session, each as its own note next to Othisis's.
  • Add an insurance letter, referral letter or patient handout the same way.
  • Each note shows the template it was written with.
  • Deleting a template doesn't change documents already written with it.
Add a format
Pick one document to write from this visit.
Othisis formats
Othisis SOAP note
Othisis insurance letter
Othisis referral letter
Othisis patient handout
Your templates
Chronic Care Follow-up
Knee Follow-up
Change templatesCancelAdd
Written with the Chronic Care Follow-up template

Your instructions, Othisis's rules

A template changes the layout, not where the note comes from

Othisis follows its safety rules before your instructions. It still writes from the visit and the patient's records, diagnoses and plans stay in the clinician's own words, and letters keep their printed layout. Instructions that ask otherwise can't be saved.

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  • Click a line Othisis wrote to see what was said in the visit.
  • Review and approve every note before you export it as a PDF.
  • Built for HIPAA-covered practices. A BAA is available on request.

Stop stitching notes together from memory and PDFs.

Othisis listens to the visit, reads the records you upload and drafts the note for you to review and approve. Start free with the Starter plan. No credit card required.

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Frequently Asked Questions

Yes. Paste a note you like and Othisis turns its headings into sections, or start from the Othisis library or a blank template. Only the layout is kept, not the patient details in the note you paste.

The Othisis library includes a SOAP Note, a Follow-up Visit note, an Insurance Letter, a Referral Letter and a Patient Handout. Library templates stay as Othisis wrote them, and Customize makes your own copy you can change for your specialty.

Its name and specialty, its sections and their order, what each section should include, how each section is laid out (bullets, a numbered list or a paragraph), the writing style (concise, standard or detailed), and up to 1,000 characters of your own instructions.

Yes, within their printed layout. Say what each section should include, remove the sections you don't need, or add one back later. Section titles and their order stay fixed.

Othisis writes its SOAP note when you complete a session. Star the templates you use most, then click + in the session to add a note from one of them, or an insurance letter, referral letter or patient handout.

A template changes the layout and the writing style, not the source. Othisis still writes from the visit and the patient's records, you can click a line to see what was said in the visit, and instructions that ask otherwise can't be saved.