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Templates: Clinical Best Practice & Time‑Saving Patterns

Written by Dr. Harvinder Power

Why templates matter

Well‑designed templates turn messy notes into consistent, high‑quality outputs. They save time, reduce editing, and make downstream steps (push, export) smoother.

Clinically proven structures

  • SOAP with an explicit Plan — Subjective, Objective, Assessment, Plan. Add sub‑bullets under Plan for medicines, investigations, safety‑netting, and follow‑up.

  • Referral letter — Start with a 1–2 line summary and a bold request to the recipient, then pertinent history/exam, differentials, and relevant investigations.

  • Patient‑friendly summary — Plain English, short sentences, headings like “What we found”, “What you need to do”, and “When to seek help”.

Template patterns you can copy

  • GP Letter (example)
    Summary of problem and current status.

    Assessment: …
    Plan: …
    Request to GP: … (e.g. review medication / organise imaging)

  • MSK SOAP (example)
    Subjective: onset, mechanism, red flags.
    Objective: inspection, ROM, special tests.
    Assessment: working diagnosis, differentials.
    Plan: self‑management, referral, imaging.

  • Patient Summary (example)
    What we found: …
    What to do next: …
    When to seek help: …

Practical build tips

  • Lead with structure — Include headings and bullet markers; the AI will fill them reliably.

  • One line of intent beats a paragraph (e.g., “Concise, formal tone; avoid speculation”).

  • One job per template — Make separate templates for GP letters vs patient summaries; switch via Regenerate.

  • Favourites & Default — Favourite your top 3 and set one Default so new sessions start correctly.

Quality & safety

  • House style — Bake in spelling (UK), tense, and sign‑off conventions so every note complies.

  • Safety‑netting — Add a standard line in Plan, then edit specifics per case.

  • Avoid over‑prompting — Long free‑text guidance can dilute clinical content; keep it crisp.

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