Templates That Work the Way You Do

Stream lets you design templates that fit your specialty, visit type, and preferred chart structure—from single-problem SOAP notes to full encounter summaries.

Stream’s template system gives you control without friction.

You can design templates for any part of the documentation process: 

Subjective – customize how patient narratives appear, whether bullet-pointed symptoms or structured HPI subsections.

Objective – capture exams, vitals, labs, or imaging details with reusable formatting.

Assessment & Plan – standardize your reasoning, differential language, and management plans for consistency across visits. 

For clinicians who prefer problem-oriented documentation, Stream also supports full problem-based templates—SOAP cards written entirely about one medical issue. Each card can inherit its own structure and style.

You can move seamlessly along the spectrum—from fully problem-based notes (SOAP per problem) to encounter-based notes (S/O/A grouped by visit). Even in encounter mode, Stream can still apply problem-specific mini-templates, ensuring consistent organization and carry-forward structure.

Templates are reusable, editable, and stored securely inside your workspace. Once you’ve created one, simply select it—or let Stream auto-apply it based on visit type or specialty context.

The result: documentation that’s faster, cleaner, and consistently reflects how you think.

🩺 Full Flexibility — Customize Subjective, Objective, and Assessment & Plan sections to your workflow. | 🧱 Problem-Based or Encounter-Based — Choose SOAP-per-problem or encounter-level formats—or mix both. | ♻️ Reusable and Auto-Applied — Save templates once and let Stream select the right one for each visit.

Can I use different templates for different visit types?

Yes. Stream lets you create multiple templates and link them to visit types, specialties, or problems. You can switch or edit them anytime.

How are problem-based templates different from encounter templates?

Problem-based templates structure documentation around each medical problem (SOAP per problem), while encounter templates group information into S/O/A sections for the entire visit. Both styles can coexist.

Can I share templates with colleagues?

Absolutely. Templates can be shared across your organization, so teams maintain consistent structure while still allowing individual customization.

Can I use different templates for different visit types?

Yes. Stream lets you create multiple templates and link them to visit types, specialties, or problems. You can switch or edit them anytime.

How are problem-based templates different from encounter templates?

Problem-based templates structure documentation around each medical problem (SOAP per problem), while encounter templates group information into S/O/A sections for the entire visit. Both styles can coexist.

Can I share templates with colleagues?

Absolutely. Templates can be shared across your organization, so teams maintain consistent structure while still allowing individual customization.