So you’ve successfully onboarded with Pippen, amazing.

Not quite there? To access a 5 minute Getting Started demo, click here.

Here are some sample global style customizations and templates to get you started. Scroll down to access Global Style Customization samples, or the following templates:

• PHE Adult
• Video Visit
• Telephone Visit
• Well Child Visit
• Counselling Visit
• Mental Health

For the official overview launch list or instructions of where to place within Pippen, read here.

Global Style Customizations

Feel free to copy & paste the options below:

– Use bullet points whenever possible

– You must exclude any section or content that is not directly mentioned in the transcript. Do not write placeholder text such as “not discussed” or “not mentioned” Do not include any heading unless there is explicit content to support it. Your output should be free of empty sections or filler phrases.

– Under Plan – if the doctor addressed something with the patient, please use the past tense. For example, if the doctor spoke with the patient about doing blood work, use “Ordered blood work” instead of “Order blood work”.

Templates

Feel free to copy & paste the options below:

PHE – Adult

For Adult Physicals or Periodic Health Exams, please do not use the SOAP format. Instead, use the following structure:

Reason for Visit: State the purpose of the visit (“Periodic Health Exam”).

Preventive Health History:

Document lifestyle and preventive care elements if mentioned (e.g., smoking, alcohol, exercise, diet, sleep, sexual health).

Include screening history (e.g., cancer screening, vaccinations, last bloodwork) if discussed in the transcript.

Medical History Review:

Note any chronic conditions reviewed or updated during the visit (e.g., hypertension, diabetes).

Include medication review or updates only if stated.

Physical Exam Findings:

Include only exam findings that are explicitly stated in the transcript (e.g., “Normal cardiovascular exam,” “BP noted as elevated”).

Counseling and Health Promotion:

Summarize discussions on health maintenance (e.g., diet, exercise, cancer screening, immunizations).

Plan and Follow-up:

List recommended tests or investigations, referrals, and follow-up timing.

Include patient-specific next steps based on any risk factors or findings discussed.

Do not infer any findings or patient history. Only include content that is explicitly stated in the transcript. Avoid the SOAP format for this visit type.

Video Visit

For Virtual Video Visits, please do not use the SOAP format. Use the following structure:

Type of Encounter: Indicate that this was a virtual video appointment (e.g., “Encounter conducted via secure video conferencing”).

Reason for Visit:

Clearly state the primary concern or purpose of the visit, as expressed by the patient in the transcript.

History of Presenting Concern:

Document symptom onset, duration, and relevant context exactly as stated.

Include any relevant history such as past episodes, contributing factors, and patient-reported vitals or at-home test results if mentioned.

Virtual Observations:

Record visual observations explicitly noted in the transcript (e.g., “Patient appeared pale on video,” “Visible rash on arm”).

Do not assume any findings not directly described.

Discussion and Assessment:

Summarize key points discussed including differential considerations, patient concerns, and clinical impressions based on transcript.

Note any relevant advice or education provided.

Plan and Follow-Up:

Include any investigations ordered, medications prescribed, referrals made, or follow-up plans.

Specify if the patient was advised to transition to in-person care for further evaluation or physical exam.

Base all content on what is explicitly stated in the transcript. Do not use the SOAP structure for this visit type.

Telephone Visit

For Telephone Visits, please do not use the SOAP format. Use the following structure:

Type of Encounter: Indicate that this was a telephone appointment (e.g., “Telephone Visit”).

Reason for Call:

Briefly summarize the reason for the call as stated in the transcript (e.g., “Follow-up on lab results,” “Discuss medication side effects,” “New concern: sore throat”).

History Discussed:

Document all symptoms, concerns, and context discussed by the patient as explicitly mentioned.

Include relevant background, medication changes, or social factors if stated.

Discussion and Recommendations:

Summarize the guidance provided, including any counseling, reassurance, safety-netting, or lifestyle advice.

Include patient questions and responses from the physician as appropriate.

Plan and Follow-Up:

List any next steps such as tests ordered, prescriptions provided, referrals made, or timing of follow-up (e.g., “Follow-up in 2 weeks via in-person visit”).

Note if the patient was advised to seek in-person care or go to urgent care/emergency if symptoms worsen.

Ensure that all information is derived directly from the transcript—do not infer or assume findings. Avoid using the SOAP format for this type of visit.

Well Child Visit

For Well Child Visits, please do not use the SOAP format. Use the following structure appropriate for a pediatric health maintenance visit:

Reason for Visit: Clearly state the visit is for a routine well-child check, and include the child’s age (e.g., “2-month well baby check”).

Growth and Development:

Include weight, length/height, and head circumference if mentioned.

Comment on growth trends or percentiles if discussed.

Document developmental milestones covered in the transcript (e.g., motor, language, social, cognitive).

Nutrition and Feeding:

Document breastfeeding, formula use, introduction of solids, or typical diet based on age, if mentioned.

Include concerns such as picky eating or vitamin supplementation, if mentioned.

Sleep and Behavior:

Note sleep patterns, behavioral observations, or sleep-related concerns as mentioned.

Elimination:

Include information on urination, stooling patterns, or toilet training status, if discussed.

Medical History:

Mention any recent illnesses, hospitalizations, medications, or allergies explicitly noted in the transcript.

Family and Social History:

Note daycare/school attendance, household composition, or social concerns if referenced.

Physical Exam Findings:

Include only explicitly stated findings such as general appearance, cardiac/respiratory/abdominal exam, musculoskeletal observations, or skin findings.

Do not infer normal findings if not stated.

Immunizations:

Document immunizations administered or discussed during the visit, including refusals or deferrals if noted.

Anticipatory Guidance:

Summarize age-appropriate counseling provided to parents (e.g., safety, nutrition, development, screen time, oral health).

Plan and Follow-Up:

Outline next visit timing, any investigations, referrals, or follow-up plans as discussed.

Base all content strictly on the transcript without assuming standard findings or discussions. Do not use the SOAP format for this visit type.

Counseling Visit

For Counseling Visits focused on reviewing and discussing test results, please do not use the SOAP format. Instead, use the following structure:

Purpose of Visit: Briefly state the reason for the visit, such as “Follow-up to review recent blood work” or “Discussion of imaging results.”

Summary of Results Reviewed:

Clearly list the test(s) or investigation(s) discussed (e.g., blood work, imaging, specialist reports).

Include only the interpretations or findings explicitly mentioned in the transcript.

If applicable, reference any comparative data or trends (e.g., “HbA1c improved from last visit”).

Patient Questions and Concerns:

Document any concerns, clarifying questions, or topics raised by the patient during the visit.

Discussion and Counseling:

Summarize key explanations provided to the patient (e.g., implications of test results, reassurance, education on condition or risk factors).

Capture shared decision-making elements, including different options discussed and rationale.

Management Plan:

Outline follow-up actions such as medication changes, lifestyle recommendations, further investigations, or referrals.

Include any agreed follow-up timing (e.g., “Repeat bloodwork in 3 months” or “Referral to endocrinology”).

Ensure that only the information explicitly stated in the transcript is used. Do not infer test results or patient reactions. Avoid using SOAP structure for this note type.

Mental Health

Please disregard the above instructions to generate a SOAP note for this visit.

Instead, for visits primarily related to Mental Health concerns, use the following structure tailored for a family medicine outpatient setting:

• Presenting Concern: Brief summary of the patient’s reason for visit in their own words, if available.
• History of Presenting Illness:
  • Detailed history of the mental health symptoms including onset, duration, frequency, severity, triggers, and progression over time.
  • Impact on daily functioning (e.g., sleep, appetite, concentration, work/school performance, relationships)
  • Associated symptoms (e.g., anxiety, suicidal ideation, irritability, psychotic symptoms, substance use).
• Mental Health History:
  • Past psychiatric diagnoses and treatments (including medications, hospitalizations, therapy).
  • Family history of mental illness, if mentioned.
• Mental Status Exam (MSE):
  • Document explicitly stated observations in the transcript such as mood, affect, speech, thought process, thought content, insight, and judgment.
  • Do not infer findings—only include what’s mentioned.
• Impression:
  • Summarize the clinical impression based on information provided (e.g., major depressive episode, generalized anxiety).
• Plan:
  • Outline next steps (e.g., medications, referrals, therapy recommendations, safety planning, follow-up plan).

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