Guide • 4 min read • Updated May 2026

Using SOAP and Clinical Templates

Use templates to turn transcripts into structured notes such as SOAP, referral letters, certificates, summaries, and patient-friendly text.

Using SOAP and Clinical Templates

What SOAP means

  • Subjective: patient history, symptoms, and concerns.
  • Objective: examination findings, vitals, labs, and observations.
  • Assessment: clinical impression and differential thinking.
  • Plan: treatment, follow-up, patient instructions, and next steps.

What you get out of the box

Docdemic ships with 50+ ready-made templates grouped into Clinical (SOAP, SBAR, ICE, Clinical Synopsis, language-specific notes such as Anamnese–Befund–Beurteilung–Plan and Motif–Examen–Diagnostic–Conduite), Communication (After-Visit Instructions, Follow-Up Email, Patient-Friendly Visit Summary, Portal Message Reply, Results Explanation), Letters (Referral, FMLA, Disability Parking, Service Animal, etc.), Clearance, Exemptions, Accommodations, and Research. Browse categories from the AI Templates section before writing your own.

Apply a template to a visit

  1. Record or upload a visit and review the transcript first.
  2. Open the AI panel and switch to the Templates tab.
  3. Toggle on the templates you want for this visit (e.g. Patient Summary, SOAP Note, Follow-Up Email). Use the All / Active / Mine / Team filters to find them quickly.
  4. Each active template generates a section in Clinical Notes — review, regenerate, or edit before copying or exporting.