Create a Template

Custom templates let you define exactly how the AI structures and generates your clinical documentation.

Steps to Create a Template

1. Go to the Templates page
2. Click Create Template
3. Choose the template type:
   • Clinical Note — For SOAP notes, progress notes, or other clinical documentation
   • Care Plan — For nutrition and treatment plans
   • Meal Plan — For dietary plans and meal schedules
4. Fill in the template details:
   • Name — A descriptive name (e.g., "Initial Assessment SOAP Note")
   • Description — What this template is for and when to use it
5. Define the schema/structure — The sections and fields the generated document should include
6. Write the LLM prompt — Instructions for the AI on how to fill in the template
7. Click Save

Writing Effective LLM Prompts

The LLM prompt tells the AI how to generate content for your template. Tips:

• Be explicit about format — "Use bullet points for recommendations" or "Write in paragraph form"
• Specify detail level — "Be concise, 2-3 sentences per section" or "Include comprehensive detail"
• Define terminology — "Use lay terms" or "Use clinical terminology appropriate for a medical chart"
• Include examples — Show the AI what good output looks like
• Set boundaries — "Only include information discussed in the consultation"

Starting from an Existing Template

Instead of creating from scratch, you can duplicate an existing template:

1. Find the template you want to start from
2. Click the template's menu (three dots)
3. Select Duplicate
4. Modify the copy to suit your needs