What you'll find in the Template Library

The Template Library is where you can view, edit, and create all the note and document templates available in mAIscribe. It’s designed to give you full control over how your notes are structured, while making it easy to reuse and refine templates over time.

You can access the Template Library at any time from the main menu:
Templates → Library

What you’ll find in the Template Library

The Template Library contains:

• All standard mAIscribe templates

• Any custom templates mAIscribe has created specifically for you

• Templates you’ve edited or created yourself

Templates are organised to make them easy to browse and reuse.

Template views

At the top of the Library, you’ll see three main views:

• All
  Shows every template available in your account.

• My Templates
  Templates you’ve created yourself or saved as edited copies.

• Favourites
  Templates you’ve marked as favourites for quick access.

Filtering by template category

You can also filter templates by category, matching the document types available throughout mAIscribe:

• Consult Notes

• Care Plans & Assessments

• Letters & Referrals

• Administrative

If you’d like a deeper explanation of each document type, you can read more here.

Preview your Templates

Hover over the template and click "Preview".

If the template is a custom template created by mAIscribe for you, the first time you open it the system will automatically generate:

• A template description

• An example document

This can take around 10 seconds to load the first time.

Editing a template using Customise with AI

To edit a template, simply hover on it in the Template Library and click "Customise".

What you can edit via the Manual Edit

When editing a template, you can change:

• Template name

• Description

• Category it appears under

• Whether it’s marked as a favourite

You can also edit the structure of the template by:

• Adding new headers

• Adding or adjusting sections

• Reordering content as needed

At any point, you can use the Test Template button to preview how the structure will look. The result will appear in the Preview box.

Saving your changes

Once you’re happy with your template, you have two options:

• Save as New Template
  Use this if you want to keep the original template unchanged, or if you’re editing a standard mAIscribe template.

• Update Template
  Available for templates you own (your custom templates).