# Note templates and sections ## Templates and sections[​](#templates-and-sections "Direct link to Templates and sections") Notes generated by Nabla Core API follow a **template**. Each template has a set of **sections**: a generated note only contains the sections defined by its template. Which template a note is generated with depends on which API surface is calling: * on the **User API**, [`POST /v1/core/user/generate-note`](/core-api/reference/user/generate-note.md) uses the template stored in the user's [note settings](/core-api/reference/user/get-note-settings.md) (set via `PATCH /v1/core/user/note-settings`); the request body does not carry a template; * on the **Server API**, [`POST /v1/core/server/generate-note`](/core-api/reference/server/generate-note.md) takes a `note_template_key` in the request body. > Before `2026-06-12`, the Server API took a `note_template` enum and note objects used a `template` field. Starting with `2026-06-12`, those fields are `note_template_key` and `template_key` (freetext strings). ## Built-in templates[​](#built-in-templates "Direct link to Built-in templates") The table below lists the built-in templates available to organizations using an English note locale, with their current sections. Your organization may also have access to additional bespoke templates that aren't listed here, and existing templates can gain new sections over time — so always [query the API](#discovering-available-templates) for the authoritative list available to you and the up-to-date section outline of each template. Templates ending in `_AP_MERGED` are identical to their base template except that the *Assessment* and *Plan* sections are combined into a single `ASSESSMENT_AND_PLAN` section. On these templates, that section is returned as `content.type: "SUBSECTIONS"` (one entry per clinical problem); see [Assessment & Plan](/core-api/guides/assessment-and-plan.md). > Before `2026-08-25`, sections used a flat top-level `text` field instead of `content`. Starting with `2026-08-25`, `content` is required and `text` is no longer accepted. The **Follow-up sections** column lists the semantic section kinds a template accepts as `source_note.sections[].kind` inputs when generating a follow-up note (available on `2026-07-01` and later). See [ChartSync](/core-api/guides/chartsync.md). | Template | Use case | Sections | Follow-up sections | | ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | `GENERIC_MULTIPLE_SECTIONS` | Recommended for general medicine. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `GENERIC_MULTIPLE_SECTIONS_AP_MERGED` | General medicine with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `GENERIC_MULTIPLE_SECTIONS_PLUS_ROS_AP_MERGED` | General medicine (A\&P merged) with an added Review of Systems section. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `REVIEW_OF_SYSTEMS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `MULTIPLE_SECTIONS_WITH_ROS` | Recommended for a comprehensive patient encounter | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `REVIEW_OF_SYSTEMS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `GENERIC_SOAP` | Standard *Subjective, Objective, Assessment, Plan* format. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT`, `PLAN` | | | `GENERIC_SOAP_AP_MERGED` | SOAP format with *Assessment* and *Plan* merged. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | | `GENERIC_SOAP_PLUS_EXAM_TESTS_AP_MERGED` | SOAP merged format with two additional sections: physical exam and diagnostic tests ordered. | `SUBJECTIVE`, `OBJECTIVE`, `PHYSICAL_EXAM`, `DIAGNOSTIC_TESTS_ORDERED`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | | `GENERIC_APSO_AP_MERGED` | APSO format — Assessment and Plan come first, merged. | `ASSESSMENT_AND_PLAN`, `SUBJECTIVE`, `OBJECTIVE` | `ASSESSMENT_AND_PLAN` | | `GENERIC_SUMMARY` | A concise, chronological recap in a single Summary section. | `SUMMARY` | | | `EMERGENCY_MULTIPLE_SECTIONS` | Recommended for emergency medicine. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `EMERGENCY_MULTIPLE_SECTIONS_AP_MERGED` | Emergency medicine with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `EMERGENCY_SOAP` | Emergency medicine in SOAP format. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT`, `PLAN` | | | `EMERGENCY_SOAP_AP_MERGED` | Emergency medicine SOAP with *Assessment* and *Plan* merged. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | | `WCC_MULTIPLE_SECTIONS` | Well Child Care visits. Includes a WCC-specific section covering behavioural, language, cognitive, and physical development, as well as diet. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `WELL_CHILD_CARE`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `WCC_MULTIPLE_SECTIONS_AP_MERGED` | Well Child Care (multiple sections) with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `WELL_CHILD_CARE`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `WCC_SOAP` | Well Child Care visits in SOAP format. Includes the same WCC-specific section. | `SUBJECTIVE`, `WELL_CHILD_CARE`, `OBJECTIVE`, `ASSESSMENT`, `PLAN` | | | `WCC_SOAP_AP_MERGED` | Well Child Care SOAP with *Assessment* and *Plan* merged. | `SUBJECTIVE`, `WELL_CHILD_CARE`, `OBJECTIVE`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | | `PSYCHIATRY_MULTIPLE_SECTIONS` | Recommended for psychiatry. Includes a `MENTAL_HEALTH_EXAM` section. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `MENTAL_HEALTH_EXAM`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `PSYCHIATRY_MULTIPLE_SECTIONS_AP_MERGED` | Psychiatry with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `MENTAL_HEALTH_EXAM`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `PSYCHIATRY_SOAP` | Psychiatry in SOAP format. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT`, `PLAN` | | | `PSYCHIATRY_SOAP_AP_MERGED` | Psychiatry SOAP with *Assessment* and *Plan* merged. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | | `PSYCHOLOGY_MULTIPLE_SECTIONS` | Recommended for psychology sessions. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_COMPLAINT`, `MENTAL_HEALTH_HISTORY`, `SOCIAL_HISTORY`, `MENTAL_HEALTH_EXAM`, `ASSESSMENT`, `PLAN`, `APPOINTMENTS` | | | `PSYCHOLOGY_MULTIPLE_SECTIONS_AP_MERGED` | Psychology with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_COMPLAINT`, `MENTAL_HEALTH_HISTORY`, `SOCIAL_HISTORY`, `MENTAL_HEALTH_EXAM`, `ASSESSMENT_AND_PLAN`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `CARDIOLOGY_MULTIPLE_SECTIONS` | Recommended for cardiology. Includes a `CARDIOVASCULAR_RISK_FACTORS` section. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `CARDIOVASCULAR_RISK_FACTORS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `CARDIOLOGY_MULTIPLE_SECTIONS_AP_MERGED` | Cardiology with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `CARDIOVASCULAR_RISK_FACTORS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `DIET_MULTIPLE_SECTIONS` | Recommended for nutrition and dietitian consultations. | `LIFESTYLE`, `PAST_MEDICAL_HISTORY`, `CHIEF_COMPLAINT`, `VITALS`, `FOOD_HABITS`, `OBJECTIVES_AND_ADVICE`, `APPOINTMENTS` | | | `LACTATION_MULTIPLE_SECTIONS` | Recommended for lactation consultations. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `LACTATION_MULTIPLE_SECTIONS_AP_MERGED` | Lactation with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `VITALS`, `IMMUNIZATIONS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `ONCOLOGY_MULTIPLE_SECTIONS` | Recommended for oncology. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT`, `PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | | | `ONCOLOGY_MULTIPLE_SECTIONS_AP_MERGED` | Oncology with *Assessment* and *Plan* merged. | `CHIEF_COMPLAINT`, `HISTORY_OF_PRESENT_ILLNESS`, `PAST_MEDICAL_HISTORY`, `PAST_SURGICAL_HISTORY`, `PAST_OBSTETRIC_HISTORY`, `FAMILY_HISTORY`, `SOCIAL_HISTORY`, `ALLERGIES`, `CURRENT_MEDICATIONS`, `IMMUNIZATIONS`, `VITALS`, `PHYSICAL_EXAM`, `LAB_RESULTS`, `IMAGING_RESULTS`, `ASSESSMENT_AND_PLAN`, `PRESCRIPTION`, `APPOINTMENTS` | `ASSESSMENT_AND_PLAN` | | `ONCOLOGY_SOAP` | Oncology in SOAP format. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT`, `PLAN` | | | `ONCOLOGY_SOAP_AP_MERGED` | Oncology SOAP with *Assessment* and *Plan* merged. | `SUBJECTIVE`, `OBJECTIVE`, `ASSESSMENT_AND_PLAN` | `ASSESSMENT_AND_PLAN` | ## Discovering available templates[​](#discovering-available-templates "Direct link to Discovering available templates") info Listing templates by locale and using freetext template and section keys (including organization-specific templates) is available on `2026-06-12` and later. Templates vary by locale and evolve over time — new sections can be added, so always query the API for the current outline rather than assuming a fixed shape. What won't change: existing templates are never removed, and section keys are never renamed or deleted. To list the templates available to a user in a given locale: ``` GET /v1/core/user/note-settings/templates ``` The response contains a `templates[]` array with each template's `key`, `title`, and `description`. To get the section outline of a specific template: ``` GET /v1/core/user/note-settings/templates/{template_key} ``` The response contains a `sections[]` array; each entry has a `key`, a `title`, and the [customization options it supports](/core-api/guides/note-templates/note-customization.md). The matching Server API endpoints are: ``` GET /v1/core/server/generate-note/templates?locale={note_locale} GET /v1/core/server/generate-note/templates/{template_key}?locale={note_locale} ``` On the **User API**, set the user's preferred template via `PATCH /v1/core/user/note-settings` (using `note_template_key`); subsequent calls to [`POST /v1/core/user/generate-note`](/core-api/reference/user/generate-note.md) will use it. On the **Server API**, pass the chosen `key` as `note_template_key` in the [`POST /v1/core/server/generate-note`](/core-api/reference/server/generate-note.md) request body. When applying [per-section customizations](/core-api/guides/note-templates/note-customization.md), only reference section keys returned by the template's `sections[]`. ## Example notes[​](#example-notes "Direct link to Example notes") Here are a couple of clinical notes generated using different templates. * Using `GENERIC_MULTIPLE_SECTIONS` template: ``` { "note": { "title": "Headache and Back Pain", "locale": "ENGLISH_US", "template_key": "GENERIC_MULTIPLE_SECTIONS", "sections": [ { "key": "CHIEF_COMPLAINT", "title": "Chief complaint", "content": { "type": "TEXT", "text": "Severe headache. Back pain. Broken ankle from last week." } }, { "key": "HISTORY_OF_PRESENT_ILLNESS", "title": "History of present illness", "content": { "type": "TEXT", "text": "The patient presented today with a strong headache and severe back pain. The back pain is particularly intense and the patient also mentioned a recent ankle fracture that occurred last week. The patient expressed a desire to see a therapist and requested prescriptions for pain management, specifically mentioning Advil, Ibuprofen, or Augmentin. The patient's current weight is 72 kilograms and height is 1.80 meters." } }, { "key": "VITALS", "title": "Vitals", "content": { "type": "TEXT", "text": "Height: 1.80m. Weight: 72kg." } }, { "key": "PLAN", "title": "Plan", "content": { "type": "TEXT", "text": "Schedule appointment with a therapist." } }, { "key": "PRESCRIPTION", "title": "Prescription", "content": { "type": "TEXT", "text": "Ibuprofen 400mg, take every 6-8 hours as needed for pain." } } ] } } ``` * Using `DIET_MULTIPLE_SECTIONS` template: ``` { "note": { "title": "Weight Management and Lifestyle Plan", "locale": "ENGLISH_US", "template_key": "DIET_MULTIPLE_SECTIONS", "sections": [ { "key": "LIFESTYLE", "title": "Lifestyle", "content": { "type": "TEXT", "text": "Sedentary professional activity, no regular physical activities." } }, { "key": "PAST_MEDICAL_HISTORY", "title": "Medical history", "content": { "type": "TEXT", "text": "Allergic to peanuts, experiencing regular headaches, family history of diabetes." } }, { "key": "CHIEF_COMPLAINT", "title": "Reason for visit and goals", "content": { "type": "TEXT", "text": "To improve overall health and manage weight." } }, { "key": "VITALS", "title": "Vitals", "content": { "type": "TEXT", "text": "Weight is 110 kg, height and BMI not mentioned." } }, { "key": "OBJECTIVES_AND_ADVICE", "title": "Objectives and advice", "content": { "type": "TEXT", "text": "- Start incorporating physical activity into daily routine.\n- Avoid peanuts and other allergens.\n- Reduce intake of processed and high-fat foods.\n- Increase intake of fiber, vegetables, and lean proteins." } }, { "key": "APPOINTMENTS", "title": "Appointment", "content": { "type": "TEXT", "text": "Next appointment in 4 weeks." } } ] } } ``` For API versions `2024-10-01` through `2026-04-24` (before `2026-06-12`), see [Note templates and sections through `2026-04-24`](/core-api/guides/note-templates/note-templates-sections-legacy-2024-10-01.md).