Personalize customizable templates

Customizable template data components

When creating or modifying a customizable template, there are four types of data that you should consider to construct an effective template. Those four types of data are:

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:

• {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 evidence of 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 and location of the pharmacy]  {if none specified, then delete this entire row and its header}

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 are to use paragraphs formatting for allergies, the generated note displays the allergies section like this:

• No known drug allergies. The patient is allergic to POLLEN and RAGWEED.

If we change the Allergies formatting option to "customized template", the default template looks like this:

• 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]

Once the style is applied, the allergies section is reformatted to the specifications in the custom allergies template. The generated note will display the allergies section like this:

• Medical allergies: NKDA

  
  Food allergies: None
  ​​​​​​​Seasonal allergies: POLLEN, RAGWEED

Define a customizable template source

There are three options for the content source when applying a customizable template. In all cases, please ask your administrator to enable the feature flag known as "transcript-aware customizable template."

1. Use generated note only: To configure the template for a section to generate output using only the generated note, do the following:  

• Add “disable transcript” as the first line of your template.

2. Use both transcript and generated note: To set the template for a section to generate output using both the generated note and the transcript, simply do the following:

• Do nothing different to your template. This is the default setting.

3. Use transcript only: To configure the template for a section to generate output using only the transcript, do the following:

• Add "transcript only" as the first line of your custom template.

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, adding a monolog 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."