Add New AI Template

Create your own template for the AI Scribe to use when generating Consultation Documents.

Creating a Template with AI Assistant

If your organization has enabled template creation permissions, you can create your own custom templates by navigating to the AI Templates section (top-right of the Consultations page) and clicking “Add Note Template.”

Steps to Create a Template

  • Create new template: Describe your template needs – mention the type of consultation, clinical purpose, required sections (e.g., complaints, assessments), and any preferred tone or structure.
  • AI draft generation: The AI Assistant will generate a draft template based on your input. Suggest a template name, category, and provide a sample consultation note.
  • Preview and refine: You can preview the AI-generated draft and refine it further. Choose a specialization and set whether the template should be Patient Facing. When enabled, generated documents will be visible to patients by default, though visibility can be overridden per consultation document.
  • Finalize: Edit the template name, structure, or details, and click “Save” to finalize or “Save as Draft” if you plan to revise it later. Once saved, your templates are added to your My Template Library as version 1.0.

You can refer to the following help article for information on: Template Library