Not every veterinary visit needs a traditional SOAP note. A routine wellness exam, a dental cleaning, a vaccine catch-up, and a complex internal medicine workup all carry different kinds of clinical information — and forcing all of them into the same structure leads to records that are either bloated with empty sections or thin in the spots where detail actually matters.
whiskr.ai handles this by letting you switch between purpose-built templates without leaving the report. The dictation or shorthand you've already entered gets reorganized into the format that fits the visit, and the finalized case keeps every version on file so nothing is lost in the switch.
Here's how to use it.
How to Switch Note Formats
Step 1. Open the drop-down menu. At the top of your report page, click the drop-down menu currently displaying the active template — typically SOAP Report by default.
Step 2. Select your template. Choose between SOAP Report, Wellness Report, and Procedure Notes. The report regenerates in the new format using the same underlying consult data.
Step 3. Use the specialized layout. Each template restructures the information to match the visit type. Selecting Wellness Report, for example, optimizes the layout for routine exams — surfacing preventive care, lifestyle discussions, vaccination history, and key physical exam findings instead of forcing them into the SOAP framework. Procedure Notes prioritize anesthesia details, intra-op findings, and recovery, while SOAP Report stays the right call for diagnostic and problem-focused visits.
Step 4. Save and review. Once you click Finalize, your saved case summary will feature dedicated tabs for SOAP, Wellness, and Procedure notes — keeping your documentation organized and easy to navigate when you come back to the record later.
Which Template Should You Use?
A quick mental shortcut for picking the right format:
SOAP Report — diagnostic visits, sick patients, problem-focused exams, anything where Subjective/Objective/Assessment/Plan structure carries clinical weight.
Wellness Report — annual exams, puppy and kitten visits, senior screenings, vaccination appointments, lifestyle and preventive care discussions.
Procedure Notes — surgeries, dentals, sedated diagnostics, anything requiring documentation of anesthesia, intra-op events, and recovery.
The flexibility means your charts read the way they should for the visit at hand — clinically detailed when needed, preventive-focused when appropriate, and procedurally complete when the case calls for it.