Skip to main content

Template Assembler in Embedded Workflows

Updated over 3 weeks ago

Overview

Some organizations embed the AI scribe directly into their own platforms and use section keys to map content generated by Corti Assistant into predefined sections of their EHR or internal systems.

With the introduction of the Template Assembler, users can generate documents with sections that are not mapped to fields in the embedding platform. This introduces important considerations for embedded integrations to ensure a smooth embedded flow

This article explains:

  • Why section keys may matter in embedded workflows

  • What changes when the Template Assembler is used

  • Three potential options embedded customers can explore


Why Section Keys Matter in Embedded Setups

In embedded workflows, section keys are often used to:

  • Route generated text from a template section into specific EHR fields

  • Maintain consistent downstream data handling

  • Support automation, analytics, or compliance requirements


What Changes with the Template Assembler

With the template assembler, users can generate documents using any section in the section library. While an integrator could map all possible sections in advance, Corti can and will expand our library of sections at any point.

This can cause:

  • Unmapped content

  • Additional engineering or support overhead

For embedded customers, this means the Template Assembler requires an explicit decision on how sections should be handled.


Options for Embedded Customers

We've worked to outline some options for customers using Corti Assistant Embedded. Some options outlined below:


Option 1: Implement a Mapping Strategy for Sections

For embedded customers who want to use the Template Assembler without losing automated routing into their EHR or internal systems, a dynamic mapping strategy is the most robust option.

This approach requires customer-side implementation.

Read more about dynamic mapping for embedded assistant here.


Option 2: Use Copy-Paste Workflows

In this approach:

  • Users generate notes using the Template Assembler

  • Section content is copied and pasted manually into the target system

  • Section keys are not relied on for automated mapping

Best suited for:

  • Low-volume usage

  • Teams prioritizing flexibility over automation

  • Early evaluation of the Template Assembler

Trade-offs:

  • Manual effort for users

  • No automated section-level integration


Option 3: Turn Off the Template Assembler

In this approach:

  • The Template Assembler is disabled for end users

  • Users continue to use existing templates, and the list of section keys remains static

  • Existing mappings remain unchanged

Best suited for:

  • Highly controlled embedded environments

  • Customers with strict EHR integration requirements

  • Teams that want to avoid any risk of unmapped data

Trade-offs:

  • No access to Template Assembler flexibility

  • Slower iteration on templates


Choosing the Right Option

There is no one-size-fits-all answer. The right choice depends on:

  • How tightly integrated your platform is with the EHR

  • Whether dynamic mappings are feasible

  • How much flexibility end users need

Your Activation team can help you:

  • Evaluate your current embedding setup

  • Decide which option fits your technical and operational constraints

  • Coordinate enablement or disablement of the Template Assembler accordingly


Have a question for our team?

Click Support in the bottom-left corner of the console to submit a ticket or reach out via email at help@corti.ai and we'll be happy to assist you.

Did this answer your question?