Create Your Own AI Note Template
In this lesson
Use the four-step wizard: name the template and pick where it works, add note-wide instructions, build sections and subsections, and set default tags and billing codes.
Chapters
Transcript
Example only. This is placeholder text, not the real transcript. Real captions will be pasted into courses.json.
[Example] Narration for “Intro” will appear here.
[Example] Narration for “Find templates in your Library” will appear here.
[Example] Narration for “Step 1: Name and sharing” will appear here.
[Example] Narration for “Step 2: Custom instructions” will appear here.
[Example] Narration for “Step 3: Sections” will appear here.
[Example] Narration for “Step 4: Tags and billing” will appear here.
[Example] Narration for “Save and use your template” will appear here.
[Example] Narration for “Chartnote Doc Wizard” will appear here.