Start with an existing template
In Templates, choose a system template that is close to your specialty so you do not have to start from scratch.
Duplicate before customizing
Create a copy so the original remains unchanged. The copy becomes your working template.
Keep only the sections you use
Keep the complaint, history, examination, assessment, and plan when they fit your workflow. Remove fields that make the document unnecessarily long.
Save your preferred wording
Add phrases and instructions you commonly use. This helps the AI prepare text that is closer to your style.
Test it in a short visit
Use the template in a simple visit, review the result, and refine it until the output is predictable.