Template Design Best Practices

Start Simple

Start simple and iterate based on your experience. You can copy and paste your existing template from the PMS, create a simple note from scratch, or use one of the preset templates.

Test Templates

Test new templates with a variety of conversations to ensure they generate appropriate content in different scenarios.

To compare results side by side, create another note tab for the same visit. Keep the original note open next to the revised one while you test template changes or another template.

Guide AI With Defaults and Descriptions

Use default values, descriptions, and option lists for AI fields to ensure notes capture the right content.

Use Categories for Easier Navigation

Organize your templates into logical categories that make them easy to find when needed, especially as your template library grows.

Use General and Specialized Templates

Utilize general templates to leverage the power of conversation, such as for social history, medical history, and consultation details, and specialized templates for more procedure‑specific data capture.

Mix and Combine Templates

For complex visits, consider using multiple templates to document different aspects of the appointment, creating a comprehensive record. You can always start with a general template and add more specialized notes if needed.