A template tells Lupa Notes how to structure the AI-generated note for a given type of consult. A vaccination consult, a pre-op surgical, a dermatology follow-up, and an emergency triage all have very different shapes — and your notes will be framed for that specific purpose.
This article covers the template library built into Lupa Notes, how to star the ones you use most, and how to create or edit custom templates with the template builder.
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In short: Open Settings > Templates to browse the library, star the templates you use most, or create your own. Use the template builder to define the sections the AI should fill in. Personal templates are yours alone; company templates are shared with the whole clinic.
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Pick a template before you record. No problem if you choose the wrong template, you can add a new thread (which allows you to select an alternative template) to format your consult into a different format.
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| What templates do | Why it matters |
|---|---|
| Tell the AI what each section should contain | Each section can have its own instructions (e.g. "Bullet list of the owner's main concerns, in their words") so the output matches your house style |
| Set a clinical specialisation | Tags the template for the area of medicine it's used in, so the AI's vocabulary and emphasis fit the case |
| Make the team consistent | Company templates mean every vet writes a vaccination, a dental, or a discharge in the same shape — easier handovers, easier audit |
The home for templates is Settings > Templates in Lupa Notes. Open the settings sidebar on the left and click Templates. You'll see four collapsible groups:
| Group | What's in it |
|---|---|
| Personal | Templates only you can see and use. Anyone in the clinic can create these. |
| Company | Templates shared across your whole clinic. Any team member can use them; only admins can edit or archive them. |
| Lupa library | Pre-built templates that ship with Lupa Notes (e.g. SOAP, Vaccination, Surgical Note). Read-only — you can star them and use them, but not edit them. |
| Archived | Templates you (or an admin) have removed from active use. Collapsed by default. Templates here can be restored if you change your mind. |
A search box at the top filters across all groups by name. A star icon next to each template marks your favourites — see the next section.
A starred template surfaces at the top of every template drop down so it’s easy for you to find.
To star a template: