Clinical documentation templates and AI medical scribe resources

Free templates, checklists, and evaluation guides for clinicians exploring AI documentation tools.

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After-visit summary template for clinicians

A patient-friendly after-visit summary template with section guidance and a review checklist. Copy and adapt for your practice to improve patient communication.

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AI medical scribe evaluation checklist

A 30+ item checklist for evaluating AI medical scribes across documentation quality, workflow, security, pricing, specialty fit, and trial evaluation criteria.

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Cardiology SOAP note template

A SOAP note template for cardiology — covering follow-up visits, medication review, cardiac imaging discussion, and cardiovascular risk documentation.

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Family medicine SOAP note template

A SOAP note template built for family medicine — covering annual wellness visits, chronic disease follow-ups, and acute complaints.

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HIPAA checklist for evaluating AI medical scribes

A 25-item HIPAA checklist for evaluating AI medical scribe vendors. Covers BAAs, encryption, data retention, consent, and internal practice safeguards.

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Patient consent notice for AI scribe use

Example patient-facing consent language for practices using AI medical scribes. Includes a customization checklist and guidance — requires legal review before use.

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Pediatrics SOAP note template

A SOAP note template for pediatrics — covering well-child visits, acute encounters, developmental milestones, and immunization tracking.

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Psychiatry SOAP note template

A SOAP note template for psychiatry — covering initial evaluations, medication management, and progress notes with mental status exam structure.

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Referral letter template for clinicians

A structured, copyable referral letter template with section-by-section guidance. Adapt it for any specialty to write clear, complete referral letters faster.

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SOAP note template for clinicians

A clean, copyable SOAP note template with section-by-section guidance. Adapt it for any specialty and speed up your clinical documentation.

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Urgent care SOAP note template

A SOAP note template for urgent care — built for fast turnaround, clear discharge instructions, and return precautions in high-volume settings.