Skriber

Choose the template that matches the encounter before recording. Changing a template on an existing visit regenerates the note, so save a copy first if needed.

Start a new visit and choose the patient.

Preview the available template when that option is shown.

Select the template that matches the note type.

Confirm the selected template before Start Recording.

1. Start a new visit and choose the patient.
2. Open the template selector.
3. Preview the available template when that option is shown.
4. Select the template that matches the note type.
5. Confirm the selected template before Start Recording.

Copy the current note if you need to preserve it.

Open the visit and choose Change Template.

Choose Select Template and select the new template.

Confirm the change and wait for regeneration.

Review the entire new note before charting.

1. Copy the current note if you need to preserve it.
2. Open the visit and choose Change Template.
3. Choose Select Template and select the new template.
4. Confirm the change and wait for regeneration.
5. Review the entire new note before charting.

Refresh the app and confirm you are in the correct account or organization. If support recently assigned a template, sign out only after all recordings are safely uploaded, then sign in again. Contact support to request or refine a custom template.

<a href="https://help.skriber.com/en/articles/10309082">Request or refine a custom template</a>

<a href="https://help.skriber.com/en/articles/10309087">Regenerate a note</a>

- <a href="https://help.skriber.com/en/articles/10309082">Request or refine a custom template</a>
- <a href="https://help.skriber.com/en/articles/10309087">Regenerate a note</a>

Select the right template before a visit or apply another template to an existing note.

Choose or switch a note template

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Choose or switch a note template

Before a new visit

For an existing visit

If the template you need is missing

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