Templates in Heidi are powerful tools designed to help you create structured, consistent clinical notes and documents. They act as a framework, guiding Heidi’s AI to generate content in the format and style you prefer. Whether you're a beginner or an experienced user, creating a basic template is straightforward and immensely useful.
To create a template in Heidi, go into 'Manage templates' and click into 'Create template'.
When you create a template in Heidi, you’ll encounter 4 different components that are essential for guiding the AI in generating accurate content. You can use any combination of these components in your template to let Heidi know exactly how you would like your notes or documents to be generated. These components include:
Section Headings: Section headings organise your template and provide structure. For example, in a clinical note following the SOAP model (Subjective, Objective, Assessment, Plan), you might include headings like: Subjective, Objective, Assessment and Plan.
[Placeholders]: A placeholder denotes text describing the type of medical information that should be displayed there. Placeholders should be wrapped in square brackets (e.g., [Patient Name], [Date of Birth]). They act as markers where specific information will be inserted when the template is used.
(AI Instructions): AI instructions guide Heidi on how to handle or manipulate certain information within the template. For example, you might want an instruction that tells the AI to only include relevant past medical history if it has been explicitly mentioned in the clinical notes. This prevents the AI from inferring context, or assuming details that haven’t been confirmed. AI instructions should be wrapped in round brackets. For instance: (Only include relevant past medical history if explicitly mentioned in the transcript or contextual notes.)
"Verbatim Text": If there’s text that you want to remain unchanged every time the template is used, you can mark it as verbatim by wrapping it in quotation marks. Verbatim is used to denote text that must be included word-for-word in the output. This is useful for details that are consistent across all documents generated from the template. For example, you might include the referring doctor’s name, qualifications, and contact details as verbatim text. Every time the template is used, this information will appear exactly as you’ve written it.
Here’s an example of a section from a template:
Past Medical History:
[Insert past medical history](Describe in detail, only include relevant past medical history if explicitly mentioned in the transcript or contextual notes.) (Write in full sentences, paragraph form.)
After creating and customising your template, it’s time to put it to use. When you apply the template to a session, Heidi will take information from both your contextual notes and the transcript of your conversation with the patient to generate a complete document.