How can I switch a template after a session begins?
If you’re currently in session with a patient, you can still swap out the template that will be used generate your note.

How can I switch a template after a session has completed?
If you’ve already generated a summary and realized you wanted to apply a different template
- Click Regenerate summary

- Choose the template you wish to use

- Click Regenerate
- Wait 1-2 minutes for the new note to generate