The Template Builder lets you create and manage custom templates for your consultation summaries — perfect for standardising your workflow.
1. Accessing the Template Builder
Click the Account icon at the top of the page.
From the dropdown menu, select Templates.
2. Navigating the Template Builder
Left side: View two lists—Shared Templates and Personal Templates.
Click on a template to open and edit it.
Always click Save after making changes.
Use the trash icon to delete a template.
3. Creating and Editing Templates
Click the ‘+’ icon to create a new template.
Use Shared for team-wide templates.
Use Personal for private templates.
To edit, click the scribe (edit) icon next to a template.
Always click Save when finished.
4. Template Builder Features
4.1. Add a Prompt
Start with a brief prompt describing the use case for your template.
Example:
“This template is for first-opinion consults between a vet and a client.”
4.2. Add Sections
Click + Add Section to create a new section.
Click the scribe icon to name your section, then click the tick icon to save it.
Expand the section using the dropdown arrow to write your instructions.
Example Section Content:
Reason for Consultation:
Include what happened, treatments, diagnostics, and outcomes.
Press Save after editing each section.
Repeat the process for additional sections.
5. Rearranging Sections
Use the up/down arrows to move sections into your preferred order.
6. Preview Your Template
Use the Preview pane on the right to see the full template layout.
Scroll to review your sections.
Once your template is saved, you can use it in future consultations by selecting it from the home page when starting a session.
Need a hand? Watch this video walkthrough for step by step help!