Personalize customizable templates in DAX Copilot for Epic

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

• No brackets: Keep content as plain text. Do not enclose any fixed text in brackets. For 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, you might include a sentence such as:
   
  "Risks and benefits have been discussed with the patient."

Placeholders are specific sections within the template where the AI will insert information extracted from the note or transcript - based on the instructions included in the placeholder.

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

• The instructions in the placeholder can be detailed, providing guidance to the AI on how the content should be structured. Here's an example for the "Treatment" section:
   
  Treatment: [Briefly describe any related treatments like lifestyle counseling, medications, or referrals. Do not include the name and location of the pharmacy.]

Include general instructions to provide guidelines for the AI. 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. For 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.}

Instructions for empty sections:

​​​​​​​Customizable templates can be used to populate empty sections.  This feature is useful for adding standard statements into those sections, even if they weren't mentioned during the recording. To do so, include an empty section instruction at the top of the template. It can be written in any of the following ways:  empty section, [empty section], or {empty section}. 

For example:

• {empty section}
• General Appearance: [List findings] {if not mentioned put "Normal"}.
• Vital signs: [List findings] {if not mentioned put "Within normal limits"}.
• HEENT: [List findings]...

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. For example
  
  {Repeat for each diagnosis}

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: