Templates

Medicine your way

Every practice and every provider is different. Report structures are different and “one size does not fit all.” That is why NovoClinical’s documentation templates are built around the practice rather than the other way round. The system ships with templates for most specialties, and it is not unusual for a provider to ask for a specific report they already use to be reproduced in the system.

When your existing reports are rebuilt inside NovoClinical, the transition and the learning curve both shrink. Providers document the way they already document — the software adapts to the practice, not the reverse.

Build your own templates, without raising a support ticket

The Provider Template Builder lets your own team create and change encounter templates directly. You name a template, add groups for the logical sections of the note — vital signs, history, examination, assessment — then add the individual fields inside each group and set how each one behaves, including validation rules so required information is not missed.

This matters more than it sounds. In most systems a template change is a request that goes to the vendor and comes back in a few weeks. Here it is something a practice can do on a Tuesday afternoon, which means templates actually get maintained instead of quietly going stale.

Patient forms you design by dragging

The Check-in Template Builder is a visual, drag-and-drop form designer for everything patients fill in: consent forms, health questionnaires, demographic confirmations, insurance details and intake forms. You drag field elements onto the canvas, configure each one, and see the form as the patient will see it while you build it.

Those forms are then completed electronically by patients — on a tablet at the front desk, at a kiosk, or from home through the patient portal before they arrive. HIPAA consent, Notice of Privacy Practices acknowledgements and other regulatory documents are built the same way.

Macros that know who the patient is

Macros are short trigger shortcuts — type something like .hpi and a block of pre-written text expands in its place. They go well beyond simple text substitution: macros support dynamic placeholders that fill in patient-specific data at the moment of insertion, and gender-aware variations that adjust pronouns and gendered language automatically, so you are not editing “he/she” out of standard exam language on every note.

Macros can be mapped to a particular field, group, note or template so they surface where they are relevant, and can be kept personal to one provider, shared across the clinic, or made available globally.

Fields that fill themselves in

Conditional default rules auto-fill a field based on the patient in front of you. When a report opens, the system evaluates your rules in priority order and applies the first one that matches — so a field can default differently depending on the patient’s context, such as whether they are enrolled in remote patient monitoring or which provider is assigned to them.

The result is fewer clicks on the documentation nobody enjoys typing, and more consistency across providers on the parts that matter for coding and continuity.