{"id":368,"date":"2025-09-21T02:58:19","date_gmt":"2025-09-21T02:58:19","guid":{"rendered":"https:\/\/itaca.ai\/?p=368"},"modified":"2025-10-02T20:59:13","modified_gmt":"2025-10-02T20:59:13","slug":"personalized-note-templates","status":"publish","type":"post","link":"https:\/\/itaca.ai\/en\/new-features\/plantillas-notas-personalizadas\/","title":{"rendered":"\u270d\ufe0f Note templates: customize the generated notes to your preferred format"},"content":{"rendered":"<p class=\"\"><br>Each physician has his or her own particular way of documenting a consultation. Some prefer the classic SOAP, others use forms designed in their hospital or institution. In order for <a href=\"https:\/\/itaca.ai\/en\/\">Itaca<\/a> to better suit your needs, you can now create <strong>personalized note templates<\/strong>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\udcc4 Upload your own form<\/h4>\n\n\n\n<p class=\"\">With <a href=\"https:\/\/app.itaca.pro\/preferences#templates\">this new function<\/a> you can upload a document in <strong>DOCX or PDF<\/strong> that represents the note structure you already use.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The document should be a blank form, with no actual patient data.<\/li>\n\n\n\n<li class=\"\">Itaca will detect the sections and convert them into a reusable template.<\/li>\n\n\n\n<li class=\"\">Once saved, your template will appear next to the standard notes you already know.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"338\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/output.gif?fit=600%2C338&amp;ssl=1\" alt=\"\" class=\"wp-image-385\" style=\"width:756px;height:auto\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83c\udfa8 Customize a standard note<\/h4>\n\n\n\n<p class=\"\">You can also start from one of the standard Ithaca notes (SOAP, first visit, etc.).<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Select the note you want to use.<\/li>\n\n\n\n<li class=\"\">Click on <strong>Customize<\/strong> to modify titles, sections or fields.<\/li>\n\n\n\n<li class=\"\">Save the changes and you will have your own version available every time you generate a note.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1924\" height=\"1546\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?fit=1024%2C823&amp;ssl=1\" alt=\"\" class=\"wp-image-438\" style=\"width:791px;height:auto\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?w=1924&amp;ssl=1 1924w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?resize=300%2C241&amp;ssl=1 300w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?resize=1024%2C823&amp;ssl=1 1024w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?resize=768%2C617&amp;ssl=1 768w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?resize=1536%2C1234&amp;ssl=1 1536w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/68d58b67a67d9621da3db18f-1.png?resize=15%2C12&amp;ssl=1 15w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83c\udfaf Choose the template when generating your notes.<\/h4>\n\n\n\n<p class=\"\">After recording and transcribing a visit, when you click on <strong>Finalize and generate note<\/strong>you can choose between:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Standard notes (SOAP, first visit, follow-up, etc.)<\/li>\n\n\n\n<li class=\"\">Your own customized templates<\/li>\n<\/ul>\n\n\n\n<p class=\"\">In this way, each note generated will follow exactly the format you prefer.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\ude80 Benefit in clinical practice.<\/h4>\n\n\n\n<p class=\"\"><br>The use of templates avoids having to adapt your workflow to a generic format.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Facilitates integration: you can replicate the same format that your institution already requires.<\/li>\n\n\n\n<li class=\"\">Save time: no need to edit the note each time.<\/li>\n\n\n\n<li class=\"\">Improves consistency: all your notes follow the same structure.<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><br>With the <strong>personalized note templates<\/strong>, Itaca becomes an even more flexible assistant that respects your way of working and helps you maintain clear and professional clinical documentation.<\/p>\n\n\n\n<p class=\"\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Each physician has his or her own particular way of documenting a consultation. Some prefer the classic SOAP, others use forms designed in-house at their hospital or institution. To make Itaca better fit your needs, you can now create customized note templates.....<\/p>","protected":false},"author":2,"featured_media":373,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","slim_seo":{"description":"Note templates in Itaca: create customized formats for your medical consultations. Upload your form or customize a standard note.","title":"\u270d\ufe0f Plantillas de notas: personalice las notas generadas seg\u00fan su formato preferido - Itaca"},"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[6],"tags":[8,9,10],"class_list":["post-368","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-features","tag-notas-soap","tag-patient-visits","tag-soap-notes"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2025\/09\/image3.png?fit=1536%2C1024&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/368","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/comments?post=368"}],"version-history":[{"count":12,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/368\/revisions"}],"predecessor-version":[{"id":440,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/368\/revisions\/440"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media\/373"}],"wp:attachment":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media?parent=368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/categories?post=368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/tags?post=368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}