Welcome to #{{brand}} Health's tutorial series on templates. In this first article, we'll walk you through the basics of creating and using templates in #{{brand}}, ensuring that your clinical documentation process is streamlined and efficient.
Quick Start (60 sekunder)
Looking to jump straight in? Here's the fastest path to your first template:
In the left-hand sidebar, select 'My Templates'
At the top-right of the page, click "+ Create template"
Select the option "Note or document" - this generates a template based on your text instructions
Type what you need e.g. "Create a #{{soap_note}} for #{{gp}} consultations"
Hit the 'up' arrow → #{{brand}} generates your template
Review the 'example', and adjust the 'structure' as required
Click "Save" in the top-right corner
That's it! Your template is ready to use.
For more detailed steps around customisation, continue reading the below article.
💡 #{{curious}} about the 'Form PDF #{{filler}}' option? See our #{{forms_article}} here.
Video Tutorial
What Are 'Templates' in #{{brand}}?
Templates are powerful tools designed to help you create structured, consistent clinical notes and documents. De fungerer som et rammeverk som veileder Heidis kunstige intelligens til å generere innhold i det formatet og stilen du foretrekker.
Whether you're a beginner or an experienced user, creating a basic template is straightforward and immensely useful.
💡 Think of a template as a recipe: templates tell #{{brand}} which ingredients to include (patient history, examination findings, plan) and how to present them (bullet points, paragraphs, specific headings).
Under the Hood: The 4 Template Components
Before getting started, it can help to understand the four building blocks that make up every #{{brand}} template. You don't need to memorise these as the template builder handles most of this automatically, but being aware of them will help you customise your templates more effectively.
The Components at a #{{glance}}:
Component | What It #{{looks_like}} | What It Does |
Section headings | Plain text | #{{organises}} your template with headers like "#{{subjective}}" or "#{{plan}}" |
[#{{placeholders}}] |
| #{{tells_heidi_what}} what information to include |
(#{{ai_instructions}}) |
| #{{tells_heidi_how}} how to handle that information |
"#{{verbatim_text}}" |
| Text that appears exactly the same every time |
1. Section headings
Section headings #{{organise}} your template and provide structure. These headings are defined in plain text.
Example: in a clinical note following the '#{{soap}}' model (#{{subjective}}, #{{objective}}, #{{assessment}}, #{{plan}}), you might include headings like:
**#{{subjective}}**
**#{{objective}}**
**#{{assessment}}**
Plan
These section headings help #{{brand}} understand what type of information should be included throughout the template.
2. [#{{placeholders}}]
#{{placeholders}} tell #{{brand}} where to insert specific pieces of information. They're wrapped in square brackets and describe the type of content to include. These shouldn't include specific examples.
Eksempler:
[#{{patient_name}}]→ Will be replaced with the actual patient's name[#{{chief_complaint}}]→ Will be populated from the consultation[#{{current_medications}}]→ Will list medications discussed
✅#{{good_example}}: [#{{past_medical_history}}]
❌#{{what_not_to_do}}: [#{{past_medical_history}} e.g. diabetes, hypertension] #{{lt}} Don't include examples inside placeholders
By default, all placeholders should be followed by an #{{ai_instruction}}.
3. (#{{ai_instructions}})
#{{ai_instructions}} guide #{{brand}} on how to handle information. They're wrapped in round brackets, and typically follow a placeholder.
The most important #{{ai_instruction}} is the below standard safety instruction, which prevents #{{brand}} from inventing information. This should be inserted after each placeholder:
(Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely.)
#{{ai_instructions}} can also be added at the beginning or end of your template for general guidance (see: #{{global_instructions}}), or immediately following a placeholder to provide specific instructions.
Example after placeholder:
[#{{past_medical_history}}] **(Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely)**
#{{ai_instructions}} can also be used to request greater contextual detail, as well as how to format it.
Example requesting additional context:
[#{{past_medical_history}}] (#{{include_any_relevant}} **Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Write as a paragraph of full sentences.**)
#{{global_instructions}} at the top or bottom of your template:
#{{desired_output}} | #{{global_instruction}} |
#{{brief_concise_note}} | (Be concise and use brief statements throughout the note.) |
#{{formal_medical_terminology}} | (Use formal medical terminology throughout this document. #{{avoid_colloquialisms}}}} |
4. "#{{verbatim_text}}"
#{{verbatim_text}} appears exactly the same in every note generated from your template. It's wrapped in quotation marks and is useful for:
Your #{{practice}} details
#{{standard_sign_offs}}
#{{fixed_phrases}}
#{{example_in_referral}}:
"Thank you for your kind referral.
Dr Sarah #{{doe}}
#{{general_practitioner}}
#{{sunrise_medical_centre}} Ph:
03 1234 5678"
This text will appear word-for-word in every referral letter you generate using the relevant template.
#{{putting_it_all_together}}: A #{{complete_example}}
Here's what a simple template section looks like with all four components:
#{{subjective}}: [#{{chief_complaint}}] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a flowing paragraph.) [#{{past_medical_history}}] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a bulleted list.) [#{{current_medications_including_dosages}}] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a bulleted list.) [#{{allergies}}] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely.) "Patient consented to today's consultation being recorded for documentation purposes."
What this generates:
#{{subjective}}: #{{mrs_thompson}} #{{she_describes}}
#{{type_2_diabetes}}
#{{hypertension}}
#{{osteoarthritis}}
#{{metformin}}
#{{lisinopril}}
#{{paracetamol}}
#{{nkda}}
Patient consented to today's consultation being recorded for documentation purposes.
#{{getting_started}}: The #{{template_builder}}
#{{now_that_you_understand}} #{{heidi_template_builder}}
#{{step_1}}: Create a #{{new_template}}
#{{navigate_to}}: Head to #{{my_library}} in your #{{brand}} dashboard. In here, you'll find the option to create a new template by clicking "#{{create_template}}" in the top right corner of the window:
Select '#{{note_or_document}}' to begin the template creation process.
#{{brand}} offers two options to generate a template, see option A and B below.
#{{option_a}}: #{{type_description}} (#{{recommended}})
In the text entry box, type a description of the template you want to build (see below for examples).
When you are ready, select the arrow in the bottom-right corner.
#{{brand}} will generate a complete template based on your description.
When writing your prompt, be specific about:
The type of note (e.g. #{{soap}}, #{{referral_letter}}, #{{progress_note}})
Your specialty or context
Any formatting preferences
#{{example_prompts}}:
"Create a #{{soap_note}} for a #{{gp}} consultation"
"Generate a psychology session note with mental state examination"
"Create a #{{referral_letter}} for #{{orthopaedic}} #{{referrals}}, written in paragraphs"
#{{option_b}}: #{{upload_example_docs}}
Select the 'paperclip' icon in the bottom-left corner
#{{browse_your_files}}
Select 'Open', which will prompt the platform to attach your document(s)
When you are ready, select the arrow in the bottom-right corner
#{{when_to_use}}: If you already have clinical notes you frequently use, you can upload up to 5 example documents. #{{using_these_brand}} will:
#{{analyse_the_structure}}
#{{extract_the_format}}
#{{create_generalised_template}}
This is perfect if you want #{{brand}} to match your existing documentation style exactly.
Based on your chosen option and input, #{{brand}} will generate the template structure, as well as an example to show you what the potential output will look like.
#{{step_2}}: #{{review_your_template}}
After #{{brand}} generates your template, you'll see two views:
#{{tab}} | #{{what_it_shows}} |
#{{example}} | A sample note showing what your output will look like |
#{{structure}} | The underlying template with placeholders and instructions |
#{{example}}:
#{{structure}}:
Review the #{{example}} tab first- this shows you exactly what #{{brand}} will produce. If it looks good, you're ready to save!
#{{editing_your_template}}
Is your template not quite looking correct? You have several ways to refine your template.
#{{option_a}}: #{{ask_heidi}} (#{{easiest}})
In the text input bar at the bottom of your template, type what you want to change in plain English:
"Add a Social History section under #{{subjective}}"
"Make the #{{plan}} section use numbered bullet points"
"Change the date format to #{{dd_mm_yyyy}}"
#{{brand}} handles all the technical formatting behind the scenes and will make the change for you. You'll see the changes reflected in the #{{example}} view.
#{{option_b}}: #{{format_directly}}
You can bold, italicise, and underline text directly on the #{{example}} view:
#{{highlight_the_text}}
#{{use_the_formatting_toolbar}}
#{{changes_automatically_sync}}
This is useful for making section headings bold or emphasising key text.
#{{version_control}}: #{{undoing_changes}}
If you've made a change you don't like, #{{brand}} automatically saves every version of your template.
Click the #{{version_dropdown}} (top of the editor) to see your version history and restore any previous version.
💡 Templates often improve with refinement. After your first session, review the output and adjust your placeholders or instructions as needed.
Din mal i bruk
Your template is ready - now let's use it!
#{{how_templates_work}}
When you apply a template to a session, #{{brand}} combines information from:
The transcript: #{{what_was_said}}
#{{contextual_notes}}: #{{any_notes_you_added}}
#{{patient_details}}: #{{name_age_pronouns}}
#{{brand}} maps this information into your template structure, producing a complete clinical note.
#{{using_your_template}}
#{{complete_a_session}}
Go to the session in your #{{brand}} dashboard
Select your template from the template dropdown
#{{brand}} generates the note
#{{review_and_make}}
#{{copy_to_your_practice}}
#{{pro_tip}}: Set a template as your default (toggle in template settings) to have it automatically selected for new sessions.
Tips for suksess
#{{do}} #{{checkmark}}
#{{start_simple}}: #{{begin_with}}
#{{test_with_real}}: #{{see_how}}
#{{use_template_community}}: #{{adapt_existing}}
#{{be_specific_with_placeholders}}:
[#{{allergies_including}}]works better than[#{{allergies}}]
#{{avoid}} #{{cross_mark}}
#{{do_not_include_examples}}: Write
[#{{medications}}]not[#{{medications_eg}}]#{{do_not_skip}}: #{{always_include}}
#{{do_not_overcomplicate}}: #{{a_simple_template}}
#{{useful_resources}}
#{{finding_templates_hard}} Check out our malfellesskap for å se om det allerede finnes en mal for ditt brukstilfelle. Det finnes flere ressurser:
#{{step_by_step_guide}}: #{{veiledninger_maler_nybegynner}}
Video-opplæring: Video-opplæring om opprettelse av maler
#{{what_next}}
å opprette og bruke maler i heidi er en enkel, men kraftfull måte å forbedre din kliniske dokumentasjonsprosess på. #{{with_the_new_template_builder}} #{{for_those_who_want}}
#{{ready_to_level_up}} #{{continue_to_next}}
➡️#{{improving_your_heidi}}
ordliste
#{{term}} | #{{definition}} |
transkripsjon | #{{the_transcript_of_conv}} |
kontekstuelle notater | #{{the_context_or_contextual}} |
pasientdetaljer | #{{specific_details_about}} |
mal | #{{the_pre_defined_format}} |
stil | #{{the_unique_voice_style}} (see: #{{what_do_different_voice}}). |
språk | #{{the_transcript_is_us}} Om du vil bruke britisk eller australsk engelsk, oppdateres dette i minne |
dagens dato | #{{the_current_date}} #{{memory}} |
helsehelsemøte | #{{all_information_pertaining}} |
krav | spesifikke krav og instruksjoner for skrivinga av det kliniske notatet |
klinisk notat | Det grunnleggende kliniske notatet som må kartleggast til malen |
plassholder | tekst i firkantede parentesar som beskriv typen medisinsk informasjon som skal visast |
AI-instruksjoner | tekst i runde parentesar som veileder korleis du skal behandla eller manipulera informasjon |
ordrett | tekst i anførselsteikn som må inkluderast ord-for-ord i utdataen |