Berries allows you to tailor your note templates to fit your clinical workflow. You can start from one of our 20+ built in templates, create your own from scratch, or generate a template from a sample note. Here’s how:
1. Customize a Built-In Template
1.1. 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.
1.2. Find the template you want to customize
Use the search bar or scroll down to browse the available templates.
When you find the one you want to edit, click Customize.
1.3. Name your template
By default, the new version will be named like the original with “(Copy)” added. We recommend renaming it to something more personalized, like “My Follow Up” or “My Intake”.
1.4. Add or Remove Sections
You can customize the structure of each template by either adding built-in sections (just start typing in the search bar and choose from the list), or by creating a section from scratch and specifying the following options:
Section Title - such as “Session Summary” or “Goals for Next Time”.
Style - Paragraph or Bullet points.
Length - Concise or Standard.
Section Content - Describe what you'd like to include in each section.
Example: “Capture all symptoms, concerns, and feelings voiced by the patient, including context when available (e.g., onset, duration, impact). Use first-person paraphrasing and embed a brief quote if relevant.”
You can also remove any section that doesn't fit your workflow, giving you full control over the structure of your notes.
1.5. Arrange the Section Order
Drag and drop from the Table of Contents or use the arrows to reorder the sections.
Put them in the order that fits your natural documentation flow.
1.6. Save your template
Once your template is ready, click Save Template.
You’ll now see this template available in your template selector when you start a new session.
Try it out, review the note, and adjust if needed.
2. Build a Template from Scratch
2.1. Start a New Template
Open the Template Library from the Berries header.
Click the New note template button next to the library search bar.
2.2. Select Start from Blank Template
Click Build from Scratch.
2.3. Name Your Template
Give your template a clear and recognizable name to find it easily when starting a new session.
For example: “My Follow Up” or “My Intake”.
2.4. Add and Set Up Sections
You can customize the structure of each template by either adding built-in sections (just start typing in the search bar and choose from the list), or by creating a section from scratch and specifying the following options:
Section Title - such as “Session Summary” or “Goals for Next Time”.
Style - Paragraph or Bullet points.
Length - Concise, Standard, or Detailed.
Section Content - Describe what you'd like to include in each section.
Example: “Capture all symptoms, concerns, and feelings voiced by the patient, including context when available (e.g., onset, duration, impact). Use first-person paraphrasing and embed a brief quote if relevant.”
2.5. Arrange the Section Order
Drag and drop from the Table of Contents or use the arrows to reorder the sections.
Put them in the order that fits your natural documentation flow.
2.6. Save and Use Your Template
Once your sections are ready, click Save Template.
You’ll now see this template available in your template selector when you start a new session.
Try it out, review the note, and adjust if needed.
3. Build a Template from a Sample Note
3.1. Start a New Template
Open the Template Library from the Berries header.
Click the New note template button next to the library search bar.
3.2. Select Start from Sample Note
Click Create from Note.
3.3. Generate Your New Template
Give your template a unique name.
Paste a full note that represents your ideal length, structure, and clinical tone.
Click Generate note template.
3.4. Review, Edit, Save
Review Generated Sections: Berries will analyze your example and automatically create sections with instructions. Review these to make sure they match what you want.
Edit as Needed: You can refine section titles, instructions, style (paragraph or bullets), and length.
Save Your Template: Click Save as New, and your new note template will be available when starting a new session.
4. Refine As You Go
You can refine your customized templates anytime from the 'My Library' page. To perfect a template even further, you can:
Update the Section Content for clarity.
Adjust the detail level or switch between paragraph and bullet format.
Try it again and see how the changes affect the output.
Schedule a Free Consultation Call
Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.
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.