One of the fastest ways to save time in your clinic is getting everyone on your team to document the same way. With Pippen, you can create a template once and share it across your clinic so your team captures information consistently—every time.
A Simple Example: MOA Template
In a typical clinic workflow, your staff (MOAs) see patients before you. You want them to capture relevant clinical information, but not move into assessment or decision-making.
A simple template includes subjective information and vitals, while excluding assessment and plan—so the information you receive is structured and ready to use when you walk into the room. This can be created by adapting an existing SOAP note and removing unnecessary sections.
How to Create the Template
You can build this from an existing template—there’s no need to start from scratch.
Start by duplicating a template (such as a SOAP note), then modify it so it only includes the sections your team should complete. Adjust the formatting to match your EMR, including vitals or measurements.
Sharing and Using the Template
Once the template is ready, click Share, add your team members’ email addresses, and confirm.
They’ll receive a notification and can access it from the “Shared with you” section.
From there, they can import it into their templates and start using it right away. The original creator is shown for reference, and the template can be adjusted as needed after import.
Customizing the Template
Once imported, the template can be adjusted as needed while keeping documentation consistent across the clinic. This lets each team member work in a way that suits them, while keeping things consistent across the team.
Watch this video to learn more about how to share templates:
How This Helps Your Clinic Run More Efficiently
Small variations in documentation create unnecessary work over time. When your team documents consistently, notes are easier to review, there’s less back-and-forth, and less time is spent editing.
Start with a single template—such as an MOA intake—and share it with your team. Make small changes as you go based on what works in your clinic.
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I 100 percent recommend this to any family physician. I didn't realize how cumbersome charting had become until Pippen eliminated it as a burden for me. My days are immeasurably more enjoyable and I am able to deliver better care to my patients. Pippen takes my feedback to constantly improve my notes. Because of Pippen my workdays are a breeze whereas before they were a tsunami of paperwork 