Templates
Templates for forms, encounter notes, and care plans & courses make care guidance a piece of cake. Build it once, reuse it for every patient.
Forms · Encounter notes · Care plans & courses
Form templates
Intake forms with every question type gather what you need in a way that’s easy for the patient and automated for you — HIPAA-compliant and straight into the record.
Note templates
Document the encounter without starting from a blank page. Dora, our AI scribe, brings 80+ note formats — or write from scratch and save your own.
Care plan & course templates
Use the plan builder and 100+ templates to create a plan, program, or course — for one patient or for dozens with the same needs. Standardize and automate care, once and for all.
Part of the whole platform
A form template feeds intake, a note template speeds charting, and a care-plan template drives engagement — all in one platform, all flowing to the same patient record. Build the building blocks once, and the whole practice runs on them.
See the all-in-one platformBuilt for your practice
Protocol and intake templates for complex, repeatable care.
Program templates to run the same plan across many patients.
Course templates that scale your knowledge past 1:1.
Protocols & Courses · Charting / AI Scribe · The complete all-in-one platform
Forms and questionnaires, encounter notes, and care plans, programs, and courses — plus reusable message snippets — so you’re never starting from a blank page.
Multiple choice, check-all-that-apply, symptom scoring and scaled responses, e-signatures for consents, and more — all HIPAA-compliant and flowing straight into the patient record.
Yes — Dora, BodySite’s AI scribe, offers 80+ note formats and templates, including SOAP narrative, list-based formats, new-patient visits, comprehensive intakes, and specialty-specific structures. You can also write from scratch and build and save your own custom note templates.
100+ ready-made care plan and course templates, plus a plan builder to create your own from scratch.
Yes — build a plan, program, or course once and assign it to a single patient or to dozens with the same needs, to standardize and automate care.
Yes — completed forms flow straight into the patient record, with no paper and no re-entry.
Start a free 30-day trial — form, note, and care-plan templates, plus 100+ ready-made plans and the full platform.
Explore the platform
Protocols & Courses · Charting / AI Scribe · Intake & Onboarding · Patient Education · All-in-one platform
