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Your note, your way

Templates & Style

Notes that read like you wrote them.

Build note templates for every visit type, then teach Terra your style: paragraphs or bullets, concise or detailed, per section, per template or per patient.

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7-day free trial · no card required · HIPAA compliant · SOC 2

  • What it does
  • Templates with sections, typed fields and instructions
  • Learn your format from an edit you already made
  • Style scopes from one visit to the whole organization

Templates & Style, on a synthetic visit

A synthetic visit, played in the layout of the app. It starts when it scrolls into view and loops.

Animated demo: the Plan section switches between paragraphs and bullets and between concise and detailed wording, then Terra offers to remember the style.

How it works

Templates & Style in three steps

  1. 1

    Pick or import a template

    Start from a template pack or import your own. Sections, order and instructions are versioned.

  2. 2

    Edit once

    Change a section from paragraphs to bullets in one note. Terra offers to learn that format and shows exactly what it would change.

  3. 3

    Choose where it applies

    Apply the style to you, a template, a patient or the organization. Clinical content is never inferred from style.

In detail

What it actually does

The specifics, written from how the product behaves today.

  • 01

    Versioned and published on purpose

    Saving a template creates an immutable version, and publishing approves that exact version with a reason. Signed notes keep the template version they used.

  • 02

    Learn this style

    Compare an earlier saved revision of a note with your edited one. Terra proposes the format change (paragraphs or bullets), shows a synthetic example, and applies it only where you choose. No AI credits are used.

  • 03

    Scopes from one visit to the clinic

    Apply a style to yourself, a template, a patient, one encounter or the whole organization, with the authority each scope requires.

  • 04

    Preview without patient data

    Template previews render a fixed synthetic visit. They never read a patient, start a job or use credits.

FAQ

Templates & Style questions

Try Templates & Style on a synthetic visit.

Start with a synthetic visit, then bring Terra into your clinic when it feels right.

Start free Book a demo

7-day free trial · no card required · HIPAA compliant