What is a note section template?
A note section template lets you tailor a section of an AI-generated note in DAX Copilot. Templates can include formatting, instructions, and other customizations to help create more consistent documentation aligned with your style and workflow.
Note
The features and functionality available to you might vary based on your organization's configuration, language settings, and platform (web, mobile, or desktop).
Why use note section templates?
Templates help streamline documentation and tailor AI-generated content to your preferred style, specialty, and workflow. Benefits include:
- Save time: Reduce editing and documentation effort.
- Personalize content: Tailor note sections to your preferences.
- Increase flexibility: Apply templates on demand or automatically.
- Promote consistency: Use templates to support standardized documentation across your organization.
As with all DAX Copilot AI features, templates are built on a responsible AI framework, ensuring a foundation of trust.
Where can I use a note section template?
Note section templates can be personalized and used across both DAX Copilot platforms-mobile and desktop.
A template applies to a particular section of a DAX Copilot note. Templates are available for Allergies, Physical Exam, and Assessment and Plan sections.
- Each supported section includes a default template that you can use, modify, or replace with your own.
- Saved templates can be applied on demand or configured to run automatically.
Important
Templates use generative AI and may not behave as expected in every scenario. Always review generated content and make any necessary edits.
How to use note section templates
- Select your primary medical specialty.
- Try the default template in one of the supported sections.
- Modify the template to fit your workflow.
- Use the editing tips to refine your customization.