Surgery Intellect - Creating Custom Templates

Once a consultation has taken place and the transcript has been generated, you can view and create your own custom templates by clicking the settings cog icon in the Clinical Note section

The available templates are displayed on the left hand side

There are 8 default Templates that cannot be edited or deleted. These are:

To make a copy of each of these templates, which can then be edited, select the template you need and click Edit a copy

To add a new custom template, click + Create new template

To begin, you will need to give the Template a name, and select a template to base it on (out of the 8 standard templates). Once you have done this, click Create template

Once created, you will be able to customise each section, as well as add and remove any sections you require

You will need to give each section a heading, and define the instructions to ensure that the relevant information is included

By using the icons at the top, you can change the formatting of the text, or Undo actions to restore previous text

The Style of the note can be set to either Comprehensive or Concise. To set whether the information is displayed in Bullet Points, set the toggle to either On or Off

By accessing the Advanced Settings, you can choose whether a placeholder text is shown when the section has no content. To set this, set the toggle to On and enter your custom phrasing in the box that appears

Once the template is ready and there are no errors, click save

The custom template will then be displayed in the left hand side list of templates

To use the template on the consultation, click the Back arrow and select it from the drop down