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How to Use the Template Library?

Learn how to explore, customize, and manage your note templates in Berries.

Updated over a week ago

The Template Library in Berries lets you browse, edit, and create custom note templates that match your clinical style. The library makes it easy to find a built-in template that works for you or build your own from scratch.

1. Accessing the Template Library

  • To open the Template Library, click on Templates in the Berries header.

  • You’ll see a list of templates categorized by specialty and note type.

2. Browsing and Searching Templates

  • Use the search bar to filter templates by name or specialty (for example: Intake Psychiatry, Follow Up Therapy, SOAP, DAP).

  • You can preview and edit any template before using it.

  • Click Add to Library to make the template available in the template selector on the 'Start Session' page.

3. Managing My Library

  • My Library will include all of your customized templates, and the Berries templates that were actively added.

  • My Library templates will be available to use when starting a new session.

  • You can remove a template from your library at any time.

4. Customizing a Template

  • Click Customize on one of the 20+ templates from the Berries Library to perfect it to your needs.

  • You can:

    • Change section names.

    • Set how detailed the output should be (Concise or Detailed).

    • Select your preffered style (Paragraph or Bullet points).

    • Add or remove sections.

    • Specify the content of each section.

  • Save your new template and try it out by starting a new note.

To learn more about customizing a template, check out: How to Customize Your Note?

5. Creating a Template from Scratch

Click the New Template button next to the library search bar to start from scratch and create a structure that matches your documentation style.

To learn more about creating a new template, check out: How to Build a Customized Template from Scratch?


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For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.

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