Overview
Templates define the structure, style, and content Motics uses when generating summaries, notes, and letters. You can create personal templates, use organisation templates, favourite commonly used templates, and set a default.
Find templates
Open Templates from the Motics sidebar.
Use search to find a template by name.
Use the sort control to order templates A to Z or Z to A.
Create a template
Click Create Template.
Give the template a clear name.
Choose a category, such as Clinical Note, Letter, or Meeting Note.
Add content in Prompt, Form, or Document.
Click Save.
Edit a template
Open a template to edit its name, category, prompt, form sections, document template, display name, description, or access settings. Click Save Changes when finished.
Favourite and default
Click the star to add a template to favourites.
Use Set as Default to make a favourite template the default for new sessions.
Use Unset as Default if you no longer want it as the default.
Personal and organisation templates
Personal templates are only available to you. Organisation templates are shared with your organisation, depending on role permissions. If you cannot edit or delete an organisation template, your role may not have permission.
Delete a template
Use the template menu to delete templates you no longer need. Deleting a template cannot be undone. Public templates and some organisation templates may be view-only.
Tips
Use descriptive names, such as MSK Initial Assessment or GP Referral Letter.
Keep separate templates for different document types.
Pair letter templates with letterheads and signatures for professional DOCX exports.
Test template changes using Regenerate before using them across the team.