Custom Medical Note Templates

Custom templates define the sections and fields of a note. MD Record AI fills your structure from the visit conversation, so the output matches how you already document. Custom templates are included in the Pro and Enterprise plans.

Last reviewed October 6, 2026

What you can do

Start from a built-in template (SOAP, H&P, procedure note, consult letter and more).
Write your own sections and instructions.
Turn a photo or PDF of an existing form into a digital template.
Set a default template for new notes.

Availability

Built-in templates work on every plan. Creating custom templates requires Pro ($19/month) or Enterprise ($49/month).

Frequently asked questions

Can I import an existing form?

Yes. Upload an image (JPEG, PNG, WebP or GIF) or a PDF of the form, up to 10 MB, and a template is generated from it for you to adjust.

Which plans include custom templates?

Pro ($19/month) and Enterprise ($49/month). Built-in templates such as SOAP and H&P work on every plan.

Can I set a default template?

Yes. Choose a default and new notes start from it; you can still pick another template for any visit.

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