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.

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.

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.

  • Customize Subjective, Objective, and Assessment & Plan sections to your workflow.

  • Problem-specific templates allow clinical context to drive documentation

  • Auto-Applied: Save templates once and let Stream select the right one for each visit.

  • Change your default notes to use your templates every time

  • Adaptive templating: use if/then logic to have Stream write documentation adapting to your workflows

Can I use different templates for different visit types?

How are problem-based templates different from encounter templates?

Can I share templates with colleagues?

Can I use different templates for different visit types?

How are problem-based templates different from encounter templates?

Can I share templates with colleagues?

Can I use different templates for different visit types?

How are problem-based templates different from encounter templates?

Can I share templates with colleagues?