A template tells the AI how to structure your note. Your organisation's templates are set up to match the forms and documentation standards you work to, for example a case note, an assessment, or a visit summary. Once you have captured your input, you apply a template and submit the note for processing.
Open the draft note from your notes list.
Confirm or edit the note name.
If you are submitting an audio note, choose the transcription language where prompted, for example English (UK) or Welsh (UK).
Select a template from the Template dropdown.
Click Submit for AI Summary. The note moves to Processing, then to Complete once the AI has finished.
đ Note: The templates available to you are set at organisation level. If a template you expect is missing, contact your system administrator to check it has been assigned to your organisation.