Personalize customizable templates

Labels/Headers

Labels/headers refers to fixed text that will be directly copied into the note, including titles, subheadings, or any "canned text" you wish to include.

No brackets: Keep content as plain text. Do not enclose any fixed text in brackets. Example:

GENERAL APPEARANCE:

For fixed content that is not a header or label, such as canned text, use quotation marks to indicate what text should be written exactly as is in the note. For instance, For instance, you might include a sentence such as:

Risks and benefits have been discussed with the patient.

Placeholders

Placeholders are specific sections within the template that will be updated by AI with information extracted from the note and transcript.

[Square brackets]: Placeholder text must be enclosed within [square brackets].

The  placeholder text can be detailed, providing guidance to the AI on how the content should be structured. Example:

• Treatment: [Briefly describe any related treatments like lifestyle counseling, medications, or referrals. Do not include the name and location of the pharmacy.]

Instructions

Instructions provide guidelines for the AI to update specific content. They help the AI understand what changes to make to the template after filling in the necessary information and are often structured as "if, then" statements. These commands typically follow the placeholders but may also appear in other sections of the template.

{Curly brackets}: Place instructions inside {curly brackets}.

Instructions should be positioned as close as possible to the elements or rows to which they pertain.

Instructions are intended to be followed once the placeholder's content has been completed.

Commonly used instructions include deleting a row if there is no content or replacing specific content with a designated word or phrase. Example:

• {If none specified, then delete this entire row and its header}

If you have an instruction that includes text you want to be copied exactly in the outcome, enclose it in quotes. For example:

• HEAD, FACE, EYES: [List findings] {If HEAD, FACE, EYES is unremarkable use the statement "Normocephalic, atraumatic; PERRLA.", then append any noted exceptions. Delete this entire row if no findings were mentioned.}

Looping Commands

Looping commands are special instructions that tell the system to repeat a certain part of the information. This is useful when there are multiple instances of something, like a diagnosis that appears more than once.  Sometimes, you also need to mark where the repeating section ends for everything to function properly.

{Curly brackets}: Place looping commands inside {curly brackets}.

"Repeat" instructions, such as for diagnosis, need to be set before the diagnosis section. Example:

• {Repeat for each diagnosis}

Example of customizable template components

The template presented below is an Assessment and Plan template, designed according to best practices. The components of the template are color-coded to distinguish the four types of data it contains:

Before and after examples of applying a custom template

Let's suppose during a recorded encounter, the patient's allergies were communicated as follows: "No known drug allergies. The patient is allergic to pollen and ragweed." If the style settings use "paragraphs" formatting for allergies, the generated note will display the allergies section like this:

Now, let’s suppose we change the Allergies formatting option to "customized template" and use the default template supplied, which is:

Medical allergies: [list allergies, if no allergies put NKDA.]
Food allergies: [list allergies, if no allergies replace with None. If allergy listed, put "The patient was given a handout about [list food allergen] allergies."
Seasonal allergies: [list allergies, if no seasonal allergies delete the row]
Indoor allergies: [list allergies, if no indoor allergies delete the row]
Other allergies: [list allergies, if no other allergies delete the row]

After applying this style, the allergies section will be reformatted to match the specifications outlined in the custom allergies template, and the generated note will display the allergies section like this:

Best practices when developing customizable templates

• First, look at the note outcome with no custom templates. See how your note outcome looks with your specialty-specific AI model applied first. Then use customizable templates as necessary to further tailor your note outcome.

• Craft clear AI instructions. Provide concise and specific instructions to the AI when creating placeholder content or guidelines.

• Review and modify templates as needed. Customizable templates utilize generative AI, making it difficult to predict how the AI will perform in every scenario. It is essential to review the generated content to ensure it aligns with your expectations and make any necessary edits.

• Utilize Auto-Style for consistent template application. When you set your style to auto-style, your selected style preferences will be automatically applied, including customizable templates, every time you add a new recording.

• Manually apply for as-needed application. If you opt not to run your style automatically and prefer to apply a customizable template manually, please note that adding a subsequent ambient recording will regenerate the note. To ensure the template takes effect, you must manually reapply your customizable template after adding another recording.

• Avoid using a template repeatedly without modifying the note content. If the desired outcome is not achieved, consider adding another ambient recording, restoring a note version that has not been styled, or updating your customizable template before attempting to apply it again.

• Avoid entering unnecessary prompts. It is not necessary to include any instructions that built into our system, such as "do not hallucinate" or "use medically relevant information."

Related topics

Customizable template overview

Start using default customizable templates