Mobius Conveyor's new Templates feature is a powerful way to capture complex documentation quickly. Templates can contain both simple and dynamic fields within blocks of text. Within those fields, you can dictate or type to quickly complete your documentation!

Here's a basic example:

Imagine you’re conducting many telehealth appointments and frequently find yourself repeatedly documenting your rationale for telephone visits in the EHR.

To save typing time you could create a Template called “telehealth," which inserts the following text:

To use the Telehealth Template while dictating, you would say "insert telehealth."

Please note: Be sure to connect to a reliable internet connection so that edits to your templates are saved to your account reliably.

There are two ways to insert Templates in Conveyor: dictating and tapping.

You can now add interactive fields to your templates that will prompt you to fill in any missing information.

Here's an example:

Imagine you have a template called "Night Splint" that produces the following text:

We can enhance this template by adding interactive text fields for the parts of the sentence that you are most likely to need to adjust, such as the patient name, the side of the foot (left/right), or the number of weeks.

To add interactive fields, start editing your template and select the word or phrase you would like to replace with an interactive field. Then tap on the type of field you want to replace it with from the menu at the top of the keyboard.

When finished editing, tap on the back button at the top-left to save your template.

Now, when you use this template, you will be automatically prompted to fill in the fields, which you can do by voice or by typing.

After inserting the template, the first empty field will be automatically selected for you, and you can dictate or type to fill out the field.

To navigate to the next field, tap on the “Next” button. You can also go to the previous field by tapping on the "Previous" button.

If you have a strong preference for dictating, you can also say the command “Next Field”, but it does take longer to switch to the next field, as you will have to include a small pause before saying “Next Field.”

As a reminder, when dictating in Live mode, text is immediately typed onto a connected computer. Computers can be connected either via the Conveyor USB device or via the Conveyor QR software.

When using a template in Live mode, and it contains fields, the template will appear on your screen before being sent to the computer to allow you to fill out the fields.

You can utilize a template by invoking the template's key phrase (e.g. by saying "Insert [Template Name]") or by tapping on the template name from the carousel picker. Once the template is visible, you can step through each field, filling each by either dictating or typing.

Once you have filled out the fields, simply say "Mobius Convey" or tap the Convey button to transmit the template text to a connected computer.

Templates operate very similarly inside Memos and you can insert as many templates as you need inside each memo.

To do this, tap the "Add Template" button while your cursor is blinking within the memo. You can also speak "Insert [Template Name]" while dictating.

Once inserted, fill the template fields by either dictating or typing. When you would like to transmit the memo containing your template to a computer, simply connect via Conveyor QR or the Conveyor USB device and tap "Convey" in the upper right corner of the memo. Alternatively, you can Convey memos from your memo list by swiping and tapping "Convey."

Custom fields can be created to match your dictation needs and preferences. For example, you could create a custom list field that contains the names of your colleagues for easy re-use within multiple templates.

Your new custom list field is now ready for use within any Template.

Depending on the type of field you are customizing, you may also see the below options. Tapping Show Help within the app displays an explanation for each option.

Placeholder Text: The placeholder value is what appears when there is no text entered in the field. Use this value as a reminder of the expected content for this field. If no placeholder is provided, the field name is shown instead.

Default Value: The default value appears whenever this field is used. You can still edit a field's value when using a default value, but the default value is automatically populated, even before editing.

Capitalization: The capitalization behavior specifies which letters should be uppercased. "Auto" capitalization considers the surrounding text, whereas the other values apply regardless of context.

Date Offset: A date offset is an optional value that adjusts the initial value of a date field. Use a date offset if you would like to show a date that is a specific number of days, weeks, or months in the future (e.g. an appointment follow-up date). To show today's date by default, set the offset to 0 days.

Time Offset: A time offset is an optional value that adjusts the initial value of a time field. Use a time offset if you would like to show a time that is a specific number of minutes or hours in the future.

Date Format: Choose how you would like dates formatted for this template field.

Time Format: Choose between 12-hour and 24-hour time formatting for time values.

Show Timezone: Choose whether or not to show a timezone at the end of time values.