Intro to customizable templates

Why use customizable templates?

DAX Copilot's customizable templates have many benefits:

• Save time: Reduce the amount of editing needed and simplify your documentation process.

• Adapt to your workflow: Use default templates or create your own to match how you document.

• Allow personalization: Use templates to have a note section look and feel the way you want it.

• Enable flexibility: Apply templates on demand or set them to run automatically.

• Support consistency: Use templates to help maintain consistent documentation across your organization.

As with all AI features in DAX Copilot, the AI supporting customizable templates is built on a responsible AI framework, ensuring a foundation of trust. 

Where can I use a customizable template?  

• Customizable 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.

  • DAX Copilot provides you with a default template for each of the three sections mentioned above. You can use the default template, modify it, or build your own.

  • Once you design and save a template, you can apply it on demand or set it to auto‑run, which will automatically update its associated note section.

How to use customizable templates

1. Try the default customizable template in any of the three supported sections.

2. Edit the template as needed to fit your workflow.

3. Use the tips provided in the Edit customizable templates section to guide your customization.