Every new practice starts with Terra's built-in templates, so you can document a visit on day one. They are read-only; to change one, duplicate it.
The built-in templates
| Template | Typical use |
|---|---|
| SOAP Note | General problem-oriented visits |
| Follow-Up Visit | Returning patients and chronic follow-up |
| New Patient | First visits with fuller history |
| Focused Visit | One problem, short visit |
| Telehealth | Video or phone visits |
| Chronic Condition | Diabetes, hypertension and similar long-term care |
| Pain Management Initial | First pain consultation |
| Pain Management Follow-Up | Ongoing pain care |
| Imaging Review | Discussing imaging results |
| Weight Management | Weight and metabolic visits |
| Procedure Note | In-office procedures |
| Referral Letter | Letters to another clinician |
| Patient Instructions | Plain-language instructions for the patient |
Choose a template when you create a visit. You can change it before the note is signed; Terra keeps the note text you have already written.
Starter template packs
On the Templates screen, Starter template packs offers 27 more structures in seven packs: general encounters, primary care, pain and rehabilitation, procedures, weight management, correspondence and administrative encounters.
- Open a pack and look through its sections.
- Select the structures you want.
- Choose whether the copies are personal (only you) or for the whole practice (needs management permission).
- Confirm that you will review the copies before use.
Copies arrive as unpublished drafts. They contain headings and writing instructions only, never patient values, normal exam findings or pre-filled negatives. Review and publish them before using them on a visit.
How templates guide the draft
Each section of a template tells the draft what belongs there. The draft returns exactly the template's sections, in order. A section with nothing documented reads [Not documented], so your template never fills itself with assumptions.
Something not match what you see? Tell us
Next: Custom templates