Update note template customization
PATCH/note-settings/templates/:template_key/customization
Update the current user's customization options for the given template.
Request
Responses
- 200
The new per-section customization options.
Operation spec
{
"method": "patch",
"path": "/note-settings/templates/{template_key}/customization",
"operationId": "update-note-settings-template-customization",
"parameters": [
{
"name": "template_key",
"in": "path",
"required": true,
"description": "Human-readable identifier of the note template. Use [List note templates](/2026-07-01/user/list-note-settings-templates) to get available keys.",
"schema": {
"type": "string"
}
}
],
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"x-patch-properties": [
"note_template_custom_instructions",
"note_sections_customization"
],
"properties": {
"note_template_custom_instructions": {
"type": "string",
"nullable": true,
"maxLength": 700,
"description": "Optional note-level (template-level) guidelines applied across the whole note for this template. Set to `null` to clear a previously stored template-level instruction.",
"example": "Prefer concise bullet-style phrasing throughout the note."
},
"note_sections_customization": {
"type": "array",
"description": "Advanced per-section customization options for the chosen template.\n\nYou should **only specify sections that belong to the given template**, and **only specify customization options that are supported for the given section**. Also, only specify sections you want to customize, no need to be exhaustive.\n\n\nCheck [Note templates sections](/2026-07-01/guides/note-templates/note-customization) for compatibility matrix.",
"items": {
"type": "object",
"required": [
"section_key"
],
"x-patch-properties": [
"custom_instruction",
"style",
"level_of_detail",
"split_by_problem"
],
"properties": {
"section_key": {
"description": "Key of the note section this customization should apply to.",
"type": "string",
"example": "CHIEF_COMPLAINT",
"title": "note_section_key"
},
"custom_instruction": {
"type": "string",
"maxLength": 700,
"example": "Include discussion about first symptoms",
"nullable": true,
"description": "Allow to customize a note section by providing specific guidelines. These guidelines must be as clear and concise as possible for best results."
},
"split_by_problem": {
"type": "boolean",
"description": "Flag to structure the content of the note sections according to distinct clinical problems or topics addressed during the consultation."
},
"style": {
"type": "string",
"enum": [
"AUTO",
"PARAGRAPH",
"BULLET_POINTS"
],
"example": "PARAGRAPH",
"description": "Specifies the desired style for the note section:\n\n • `PARAGRAPH`: Prioritizes generating paragraphs;\n\n • `BULLET_POINTS`: Prioritizes structuring content using bullet points.\n\n • `AUTO`: Automatically picks the most natural formatting option.\n\nDefault is `AUTO`.",
"title": "note_section_customization_section_style"
},
"level_of_detail": {
"type": "string",
"enum": [
"DEFAULT",
"DETAILED"
],
"description": "Specifies the desired level of details. Use `detailed` to get more details in the note section.",
"title": "note_section_customization_level_of_detail"
}
}
}
}
},
"title": "note_template_sections_customization_patch_body"
}
}
}
},
"responses": {
"200": {
"description": "The new per-section customization options.",
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"note_sections_customization"
],
"properties": {
"note_template_custom_instructions": {
"type": "string",
"nullable": true,
"maxLength": 700,
"description": "Optional note-level (template-level) guidelines applied across the whole note for this template, in addition to any per-section custom instructions.",
"example": "Prefer concise bullet-style phrasing throughout the note."
},
"note_sections_customization": {
"type": "array",
"items": {
"type": "object",
"required": [
"section_key"
],
"properties": {
"section_key": {
"description": "Key of the note section this customization should apply to.",
"type": "string",
"example": "CHIEF_COMPLAINT",
"title": "note_section_key"
},
"custom_instruction": {
"type": "string",
"maxLength": 700,
"example": "Include discussion about first symptoms",
"description": "Allow to customize a note section by providing specific guidelines. These guidelines must be as clear and concise as possible for best results.",
"title": "note_section_customization_custom_instruction"
},
"style": {
"type": "string",
"enum": [
"AUTO",
"PARAGRAPH",
"BULLET_POINTS"
],
"example": "PARAGRAPH",
"description": "Specifies the desired style for the note section:\n\n • `PARAGRAPH`: Prioritizes generating paragraphs;\n\n • `BULLET_POINTS`: Prioritizes structuring content using bullet points.\n\n • `AUTO`: Automatically picks the most natural formatting option.\n\nDefault is `AUTO`.",
"title": "note_section_customization_section_style"
},
"level_of_detail": {
"type": "string",
"enum": [
"DEFAULT",
"DETAILED"
],
"description": "Specifies the desired level of details. Use `detailed` to get more details in the note section.",
"title": "note_section_customization_level_of_detail"
},
"split_by_problem": {
"type": "boolean",
"description": "Flag to structure the content of the note sections according to distinct clinical problems or topics addressed during the consultation."
}
},
"title": "note_section_customization"
},
"description": "Advanced per-section customization options for the chosen template.\n\nYou should **only specify sections that belong to the given template**, and **only specify customization options that are supported for the given section**. Also, only specify sections you want to customize, no need to be exhaustive.\n\n\nCheck [Note templates sections](/2026-07-01/guides/note-templates/note-customization) for compatibility matrix."
}
},
"title": "note_sections_customization"
}
}
}
}
}
}