Your Documentation, Your Way
Create and manage templates for every type of clinical document. Personal templates, shared team templates, and AI-powered generation.
Start Free TrialThree Levels of Templates
Templates are organized by scope, so you can share what you need and keep the rest private.
Personal Templates
Your own templates, visible only to you. Perfect for customizing your workflow without affecting the team.
Organization Templates
Shared across your practice. Ensure consistency for the entire team with organization-wide templates.
System Templates
Pre-built templates from Bloom. Get started immediately with professionally designed templates for common use cases.
Your request:
"Create a referral letter template for cardiology with patient history, current medications, and reason for referral"
Generated template preview:
[Practice Letterhead]
Dear [Recipient Name],
Re: [Patient Name]
I am writing to refer [Patient Details]
...
Build Templates with AI
Describe what you need and let AI create your template. No need to start from scratch or manually configure placeholders.
- Natural Language Input
Describe what you want in plain English
- Automatic Placeholders
AI adds the right placeholders for your use case
- Fully Customizable
Edit and refine the generated template to your needs
Smart Placeholders That Fill Themselves
Add AI placeholders to your templates and let Bloom fill them automatically from the consultation transcript. Database placeholders pull in patient data.
- AI Placeholders
Presenting Complaint, History, Assessment, Plan, and more
- Database Placeholders
Patient Name, Date of Birth, Doctor Details, and more
- Full Citations
Every AI placeholder includes citations to the source
Patient: [Patient Name]
DOB: [Date of Birth]
S: [Presenting Complaint]
O: [Examination Findings]
A: [Assessment]
P: [Plan]
Multiple Documents, One Consultation
Generate different types of documents from the same consultation. Create a SOAP note, referral letter, and patient summary in minutes.
SOAP Notes
Structured clinical notes in the SOAP format
Referral Letters
Professional letters to specialists
Patient Summaries
Plain-language summaries for patients
Custom Documents
Build any document type you need
Start Using Smart Templates
Create your first template in minutes. Start your 30-day free trial today.
Start Free Trial