How to use default customizable templates

Follow the steps below to find and use default customizable templates for each of the six sections that support them.

Follow these steps to open customizable templates (from any Dragon Copilot tab):

  1. Select the Settings gear icon  icon.
  2. Select Note style & format.
  3. Select Style. This will open the Style panel.

Steps showing (1) Settings (gear icon) highlighted; (2) the Note style & format option highlighted, (3) the Style option highlighted, and the style panel highlighted.

Expand the style panel for ease of use

Select the expand icon  maximize icon  to expand the style panel and work with settings in a larger view. Select the icon  minimize icon again to make the view smaller.

The Style settings screen highlighting the expand icon.

Select the customizable template option

Scroll to any of the sections that offer a customizable template option: History of Present Illness, Allergies, Physical Exam, Results, Procedure, and Assessment and Plan. In any of those 6 sections:

  • Select the open icon  chevron arrow down icon next to the heading name.
  • Find the style option labeled "Template."
  • Open the drop-down menu and choose the customizable template for that specific note section.

A suggested template will appear. Try using the default template first before making edits. You may find that, combined with your selected primary medical specialty, it already provides the AI output you need for that section.

Physical exam section with physical exam customizable template option highlighted.

Note

  • Templates apply only to the specific section to which they are assigned. Example: A Physical Exam template only affects the Physical Exam section. There is no template that covers the entire note.
  • If you do not see a template option in any of the six supported sections, contact your admin.

Customizable template components

A customizable template includes four key elements:

  • Labels/headers: Fixed text that appears in the note exactly as written. Do not use brackets. Use quotation marks for canned text.

    • Example: GENERAL APPEARANCE:
    • Canned text example: "Risks and benefits have been discussed with the patient."

  • Placeholders: Sections the AI fills in with information extracted from the note and transcript. Use [square brackets].

    • Example: Treatment: [Briefly describe treatments.]

  • Instructions: Guidance for how the AI updates content. Often phrased as if/then statements, placed near the relevant content. Use {curly brackets}.

    • Example: {If none specified, delete this row.}

  • Looping commands: Instructions to repeat content for multiple items. Use {curly brackets}.

    • Example: {Repeat for each diagnosis}

Shown below is a sample Assessment and Plan template. Select each tab to explore how labels/headers, placeholders, instructions, and looping commands are used.

{Repeat for each diagnosis}

[Diagnosis] {Do not number the diagnoses}

  • Monitoring: [Briefly describe symptoms, signs, or testing to be followed as evidence of disease progression or disease regression.] {If none specified, then delete this entire row and its header.}
  • Evaluation: [Briefly describe any analysis and interpretation regarding the patient's condition to determine how well the current treatment plan is working and to identify any necessary adjustments. This could include reviewing medical test results or describing the patient's response to treatment.] {If none specified, then delete this entire row and its header.}
  • Assessment: [Briefly describe any clinical judgments and decisions based on the evaluation to address the patient's needs by planning and implementing appropriate interventions. This could include ordering new tests or procedures, discussing the patient's treatment options, or reviewing previous treatments.] {If none specified, then delete this entire row and its header.}
  • Treatment: [Briefly describe any related treatments like lifestyle counseling, medications, or referrals. Do not include the name or location of the pharmacy.] {If none specified, then delete this entire row and its header.}