Reports and templates

Every consultation is generated against a template. The template defines the sections, tone, and layout of the draft.

DocNote ships specialty templates for discharge letters, ward-round notes, operative reports, emergency notes, and many outpatient formats. Pick the template that matches the encounter before you record, or change it later and regenerate.

On Professional, you can create your own templates:

1. Open Settings → Templates
2. Create a template or upload a Word / PDF example
3. Edit the instructions and example output
4. Use it on the Record tab like any built-in template

You can also drop a .docx file with your letterhead, signature, and section structure. Later exports keep that layout.

DocNote names the consultation for you: the patient’s first and last name when they are dictated, otherwise the main diagnosis, otherwise the reason for the encounter. Rename a report at any time from its header — a name you set is never overwritten.

Open the report to edit the markdown. Every line break is preserved — what you see is what gets emailed, copied, and exported.

A consultation can hold several documents (for example a discharge letter and a referral). Switch between them in the report viewer.

On a computer, open the assistant with the Ask AI button at the top right of the window. The assistant slides in as a full-height panel on the right and the report moves left to make room; close it with the cross in its header. On a phone, the assistant button sits in the bottom action bar, to the left of Export report, and the conversation fills the screen. The assistant is also available before you generate a report. It steps aside while you are recording, and comes back on the report screen.

Choose a suggested message to send it immediately, or write your own question. In the web app, Enter sends and Shift+Enter adds a line. After 25 characters, the input expands and the controls move below the text. Use the microphone to dictate, then confirm to add the transcript to your draft.

Use New conversation beside the history button to start again with an empty draft. Saved conversations remain available in history.

Use + to attach a document, or drag files into the open chat. You can also paste images from your clipboard. Drag and drop supports PDF, DOCX, ODT, JPEG, PNG, WebP and GIF files up to 50 MB each. Attachments show upload progress and can be removed before sending.

From a generated report you can ask DocNote to revise a section, add a missing fact, or produce a related document. Attachments you add in chat are included in that request.

The assistant answers in a few lines and goes further when you ask it to. Ask it to draft a document and it writes the document itself, at whatever length that takes.

On traumatic dental injuries, the assistant follows the 2020 guidelines of the International Association of Dental Traumatology and ends its answer with the exact source it used — the part, and the table or section — so you can open the guideline and check it. Its recommendation often depends on details it will ask you for, such as a permanent or primary tooth, an open or closed apex, or how long an avulsed tooth stayed dry.

Adding audio or attachments after the first draft arms automatic regeneration. You can also regenerate manually from the report actions.

If you corrected the report by hand, the automatic regeneration keeps your corrections: your text stays word for word, and DocNote only adds what the new audio, note, photo or file brings, in the matching section. Information you deleted does not come back unless the new material contains it. This applies to each document of the stack on its own. Regenerating manually still writes a fresh report from all the material and replaces your corrections.