Template Customization Guide for Clinic Administrators (EverHealth Scribe)

Who is this guide for?

This guide is written for Practice Administrators who manage EverHealth Scribe on behalf of one or more providers. No technical background is needed. If you can configure settings and communicate with your clinical team, you have everything you need to get started.

Getting started | Template types | Attestations | Voice macros | Inline instructions | Template maintenance | Clinic governance | Suggested Onboarding Timeline | Support

Additional resources

• Using EverHealth Scribe During Patient Visits
• Customize Your Clinical Note Templates using EverHealth Scribe
• Reviewing and Editing a Clinical Note using EverHealth Scribe
• Sending Your Note to DrChrono using EverHealth Scribe
• Best Practices using EverHealth Scribe
• Using EverHealth Scribe in DrChrono (Video)

Getting started

Before you touch any settings, the most important step is talking to your providers. A few conversations up front will save you hours of adjustments later.

 Step 1 — Talk to Your Providers

Meet with each clinician or group of clinicians who will use EverHealth Scribe. Ask them:

• How detailed do they want their notes to be?
• Which sections should use a fixed structure (like a checklist), and which should be written in free-flowing sentences?
• Are there specialty-specific details they always need to include (for example, OB/GYN counseling notes or orthopedic imaging details)?
• Do they rely on information from a patient's previous visits?

 Step 2 — Review the Default Template

EverHealth Scribe comes with a standard template that all clinics start with. It includes these main sections:

• Subjective / History of Present Illness (HPI)
• Objective / Physical Exam
• Assessment
• Plan
• Review of Systems (ROS) and other structured fields

Get familiar with this baseline before making changes. You'll build on top of it, not start from scratch.

 Step 3 — Decide What Should Be the Same for Everyone

Some things should be consistent across your entire clinic for compliance and quality reasons. Consider standardizing:

• Disclosure statements (e.g., a note that the documentation was AI-assisted)
• Supervision statements for supervised providers
• Normal physical exam and ROS templates
• Specialty-specific blocks (e.g., pediatrics, behavioral health)
• Legally or clinically required language

 Step 4 — Decide Where Providers Can Personalize

Not everything needs to be locked down. Give your providers flexibility in areas that don't affect compliance:

• Their preferred writing style and tone
• How much detail they include in the HPI
• How they format their Assessment and Plan
• Their own shortcut phrases (more on this in the Voice Macros section)

Template types 

EverHealth Scribe uses two different approaches for building note sections. Understanding the difference helps you choose the right setup for each part of the note.

Attestations

An attestation is a required statement that gets automatically added to notes. You can set these up once and they will appear on every relevant note without providers needing to remember to add them.

Types of Attestations You Can Set Up

• Global attestations that appear on every provider's note (e.g., a disclosure that AI was used in documentation)
• Template-specific attestations that only appear on certain visit types
• Scenario-based attestations triggered by specific situations (e.g., pregnancy counseling or controlled substance discussions)

Voice macros

Voice macros are shortcuts that let providers insert a block of pre-written text just by saying a trigger word or phrase during a visit. Think of them like text expanders for clinical documentation.

 Examples of What You Can Create

• Patient education blocks for specific conditions
• Standard medication management language
• Procedure descriptions
• Counseling language (e.g., smoking cessation, prenatal counseling)

Inline instructions

Inline instructions let you embed rules inside templates that trigger automatically based on what is said during a visit. You do not need to be technical to understand these — think of them as "if this, then that" rules for your notes.

 Examples

• If the patient is under 18, automatically include a guardian consent block
• If the provider says "post-op," insert the surgical follow-up protocol
• If a chronic condition is mentioned, include the relevant disease management care plan

Template maintenance

Setting up templates is not a one-time task. Plan to monitor and improve them on an ongoing basis, especially in the first few weeks after going live.

 What to Watch For

• Provider feedback during the first 2 to 4 weeks — this is your most valuable signal
• AI output that does not match what providers expected
• Any section where providers are making a lot of manual corrections (this usually means the template needs adjustment)
• Changes to billing or compliance requirements

 Recommended Ongoing Actions

• Run a quarterly template review with your Provider Champions
• Add or adjust macros as you identify recurring phrases
• Update templates whenever clinic policies or procedures change
• Reach out to CarePilot support for complex tuning or advanced adjustments

Clinic governance

A clear ownership model prevents templates from drifting or going stale. Here is the structure we recommend:

Suggested Onboarding Timeline

Support

•  Access DrChrono Support