Clinical templates help AI organize the visit in the way the physician needs to review it. SOAP and medical history formats are useful because they separate the complaint, objective data, assessment, and plan.
When to use SOAP
SOAP organizes the encounter into subjective, objective, assessment, and plan. It is a straightforward format for follow-up visits, ongoing care, and visits in which the physician wants to document the essentials without excessive text.
With AI, the SOAP template works best when the physician states the findings, diagnostic hypothesis, and management plan during the visit. The tool separates each part for review.
When to use a complete medical history
A complete medical history is useful when the patient's history is especially important: a first visit, a complex evaluation, multiple complaints, or specialties involving extensive medical histories.
In this case, AI should organize the history of present illness, past medical history, medications, allergies, physical examination, diagnostic hypotheses, and plan without turning everything into one long block.
How to customize templates by specialty
A urologist, an obstetrician, and a psychiatrist do not document in the same way. Therefore, specialty-specific templates help AI respect the fields, language, and priorities of each workflow.
The physician can start with a ready-made template, clone it, and adapt it. The benefit comes when the template reflects the way the physician actually practices, rather than an overly generic structure.
Frequently asked questions
Is SOAP better than a medical history?
It depends on the case. SOAP is more focused for progress notes and follow-up visits. A medical history is better when the patient's history needs more detail.
Can I create my own templates?
Yes. Ideally, start with a ready-made template, adjust the fields, and test it during real visits until the text is close to the desired standard.
Sources and references
References consulted while preparing this guide. The article update date appears at the top of the page.
- Code of Medical Ethics, CFM Resolution No. 2,217/2018Federal Council of Medicine
Update history
- Original publication