Follow these steps to use the default templates for the six supported note sections.
Access note section templates
Follow these steps to open the list of available templates:
- Select Settings
. - Select Templates.
- Select Note to open the Note panel.
- Scroll to Note sections.
Expand the note style panel for ease of use
Select the expand icon 
to expand the note style panel and work with settings in a larger view. Select the icon 
again to make the view smaller.
Select a note section template
- Scroll to one of the six supported note sections: History of Present Illness, Allergies, Physical Exam, Results, Procedure, or Assessment and Plan.
- Select the chevron
next to the section name to expand the section. - Locate the Template option.
A default template appears automatically. Try it before making changes, as it might already provide the output you want when used with your selected primary medical specialty.
Note
- Templates apply only to the section in which you assign them. For example, a Physical Exam template affects only the Physical Exam section.
- If you don't see a template option in a supported section, contact your administrator.
How to apply note section templates
You can apply templates automatically as part of your note settings, with a prompt or voice command, or manually to individual note sections.
- Apply automatically: Go to Settings
> Templates > Note and turn on Auto‑style to apply your style preferences, including note section templates, to every note generated by Dragon Copilot.
- Apply with prompt or voice command: Apply a template by typing a prompt or using a voice command with the template's assigned spoken form. For example, if the template's spoken form is "after visit summary," dictate Dragon generate after visit summary.
- Apply manually: Go to the Library
and select Apply my note style to apply your note settings and selected templates on demand.
Next steps
If the default note section template doesn't meet your needs, you can modify it. To learn how, see How to edit default note section templates. If you want to create your own templates, see Create a template.
Related topics
How to edit default note section templates