Create Chart Note Templates

Create chart note templates when clinicians need consistent note structure for visits.

Who does this: Clinic administrators, often with clinician input.

Steps

Open Settings.

Open Templates.

Select Chart Note Templates.

Select New template.

Choose Chart Note Template or AI Pre-Visit Template in New chart note template.

Rename and edit the template content.

Edit the template on the right while reviewing the current preview on the left.

On a narrower screen, use Edit and Preview to switch between the same views.

Save the template from the editor.

When the draft is ready, publish it. Summit opens the published template details after publishing.

The template is ready for encounter or pre-visit configuration.

To revise a published template, open its details and select Create new version. If a draft already exists, select Continue instead.

Tip: Keep chart note templates aligned with the way clinicians actually document visits.

The template is read-only. Open the published template details and create or continue its draft version before editing.

The template is not used by visits. Check the appointment-type template settings.

Need help? Contact your administrator or reach out to support.