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CUSTOMIZABLE TEMPLATES

Clinical note templates adapted to your workflow

Use the clinical formats included in Itaca or upload an example of the form you already use. Itaca converts it into a reusable note template; the professional retains final review and approval.

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View included formats
Professional setting up a clinical note template in Itaca
Two layers, one flow

Included formats and proprietary templates are not the same

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Clinical formats included

Structures ready for specific types of care, such as SOAP, initial consultation, pediatrics, emergencies, hospital progress, psychiatric evaluation, psychotherapy, and nutrition.

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Customizable templates

Templates that Itaca creates from a real form from its practice or clinic, preserving its organization, headings, and usual way of documenting.

How does a template work in Itaca

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Upload your form

Please share a clear example of the form or template you already use in your practice. You don't need to design a template from scratch.

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2. Itaca turns it

Itaca recognizes the example's organization and transforms it into a reusable note template.

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Use it in every query

Itaca generates each new draft with that structure. The professional reviews, completes, and approves the final note.

SIMPLIFIED EXAMPLE

From the usual form to a reusable template

This example illustrates the conversion without showing the exact fields, internal rules, or prompts used by Itaca.

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1. Form that the clinic already uses

SPECIALIST CONSULTATION

  • Reason for consultation
  • Relevant background
  • Clinical findings
  • Print and plan
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2. Reusable Template in Itaca

Itaca preserves the visible structure of the example and applies it to the next drafts.

  • Same order of sections
  • Recognizable headers for the team
  • Content organized from the query
  • Draft ready for professional review

What does the template save?

The conversion maintains the familiar logic of the form that the team already knows, without forcing them to rebuild it manually.

  • Sections and order of the note
  • Headings and common terminology
  • Drafting instructions
  • Structures by specialty or service
  • Shared criteria for the team

Adapt the documentation to your practice

Public examples show the general logic of each structure. The exact fields, internal rules, and prompts of Itaca are not exposed.

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