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Rewrite a processed note in a different template without recording again. Who this is for: Clinicians · Plans: All plans · Where: Web (app.chartnote.com)

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Change the template

1

Open the finished note.

2

In the note's top toolbar, open the robot/sparkle menu (it also has After visit summary and Follow Up).

3

Click Update template.

4

Choose the new template from the list.

5

If the template supports billing, adjust the Setting, Visit type and billing codes.

6

Read the message and click Update note.

Update template replaces the existing note. It doesn’t create a separate one. The sections, billing codes and title are replaced, and any edits you made since the note was generated are lost.
Update template isn’t available while the note is with your assistant. Use Unassign from… to take it back first.
Update template only changes the template. To add information from a new recording, record an update on the note’s Update tab instead.
Last reviewed: October 2026 · Applies to Chartnote 3.0