Professional Templates

Smart Medical Templates for Your Specialty

Save time with ready-to-use intake documents, digital forms, and clinical notes. Designed by specialty, built for compliance, and easy to share across your practice.

NOM-004 Ready
Ready to use
Shareable with your team
10+ specialties

Type 1

Patient Intake and Consent Documents

Digitize intake with documents patients complete and sign before their first appointment.

  • Digital Informed Consent Legally valid e-signature with timestamp tracking
  • Public Intake Link for New Patients Share a public link on your site or social profiles and register patients automatically
  • Automatic Patient Registration New patients register themselves with no manual data entry
  • Secure Storage Signed documents are stored directly in the patient chart
Learn more about digital informed consent
Digital informed consent workflow with electronic signature in Luna Health

Type 2

Specialty-Specific Pre-Visit Forms

Digital questionnaires by specialty that patients complete from their phone before the appointment.

  • 1
    Create one or choose from the library Use prebuilt templates or create your own
  • 2
    Send it to the patient With one click from the patient profile or during scheduling
  • 3
    Automatic notification By WhatsApp or email with a direct link
  • 4
    The patient completes it From any device before the visit
  • 5
    Saved to the patient chart Responses are added to the patient profile
Learn more about digital patient forms
Click to expand
Create a public form in Luna Health
Send an intake form to a patient in Luna Health
Patient form notification by WhatsApp in Luna Health
Patient completes the form from their own device in Luna Health
Form responses saved to the patient chart in Luna Health

Type 3

Specialty-Specific Clinical Notes

Structured charting templates with specialty-specific fields that work with Luna AI clinical transcription.

  • Structured Fields by Specialty Relevant sections for psychology, nutrition, pediatrics, and more
  • Works with AI Transcription Luna fills fields automatically while the consultation is recorded
  • Built for NOM-004-SSA3-2012 Documentation structure built for compliant electronic records
  • Share with Your Team Create templates once and use them across your whole clinic
  • Edit or Create Your Own Templates Migrate your current templates and customize them in our template editor

Explore templates by specialty

Select a specialty to preview example forms and clinical notes.

Forms by Specialty

Form

    Clinical Notes by Specialty

    Clinical note

      Type 4

      AI Clinical Transcription

      Luna turns the consultation into a medical transcript, extracts relevant clinical elements, and prepares a review-ready note so clinicians do not have to document everything from scratch.

      • From voice to chart Transcribe in-person or telemedicine visits while keeping the clinical context of the conversation
      • Extract key clinical data Detect diagnoses, medications, procedures, history, and treatment plan items so documentation is easier to structure
      • Prepare the note automatically Generate a draft SOAP note and clinical sections to speed up documentation as soon as the appointment ends
      • The clinician stays in control Review, edit, and approve before any clinical data is saved to the chart
      Learn more about AI clinical transcription

      From consultation to note

      Luna listens, extracts the essentials, and prepares a note for review.

      BP148/92
      DxHypertension
      RxMedication change

      Conversation transcript

      Live
      Doctor Have the headaches continued since your last visit?
      Patient Yes, especially in the mornings, with swelling in my feet.

      Ready for review

      SOAP
      Diagnosis Hypertension follow-up
      Medication Adjustment suggested
      Plan Labs and follow-up
      1. Record Capture the visit
      2. Luna structures Extracts data and drafts the note
      3. Review and save Edit and approve

      Prebuilt Forms and Clinical Notes for Your Specialty

      Ready-to-use templates by specialty. You can also create fully custom templates for your workflow and clinical practice.

      Psychology Nutrition Aesthetic Medicine Gynecology Pediatrics Dermatology Physical Therapy Endocrinology Pharmacies and more...

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      Ready to Save Time with Medical Templates?

      Try Luna free for 14 days with full access to specialty templates, intake forms, and clinical note workflows. No credit card required.

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      NOM-004 Ready
      HIPAA Compliant
      500+ Clinicians
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