ⓘ Only clinic administrators have access to manage and edit their clinic's templates.

Video overview:

Templates in Tandem help structure your clinical notes by guiding the AI to generate content in a consistent format and style.

Creating templates

You have two ways in which you can create a template:

Option 1: Start from a blank template

For those who prefer full control over the template’s structure, you can start from a blank template and build your template step by step.

To create a new template, go to Settings → Templates and click on + Create new template.

This is ideal if you want to map directly to an existing format in your medical record system system.

Option 2: Duplicate an existing template

If you have a template that’s close to what you need, you can duplicate it to create a copy. This allows you to modify the existing structure and edit specific sections.

To duplicate a template, open the selected template and press the three dot menu, and then select "Duplicate template"

This lets you fully edit a copy of the template without impacting the original template.

Building templates

Start building your template within the template creator by giving it a name and adding relevant entries.

1. Add entries
A template consists of multiple entries, which together form the structure of the template.

Start building the template by Adding an entry.

2. Modify entries:
After you have added an entry, you have a few different ways in which you can modify the entry:

1. Click and drag to re-order entries or nest entries together.

2. Edit the name for the entry.

Tandem uses this to understand what information should appear under the entry when drafting a note using the template.

3. Switch between entry data type

4. Remove entry

Data types

Text (regular entry)

When using this entry type, when generating the note using the template, Tandem insert relevant information from the consultation in a text format.

Heading

Headings allow you to group other entries together under the heading.

Example:

In template creator:	Template in use:

Templates are automatically saved, so you can always begin to create a template and return to it later. The template won't be visible to the rest of the users at the clinic unless you share the template.

Sharing a template

After you have created and built your template, or made any edits to an existing one, you need to share it to make it accessible for use within your clinic.

Sharing options:

Share with the everyone at clinic: Everyone at your clinic will be able to use the template for patient encounters. Please note that only clinic administrators will be able to make edits to the template.

Share with specific professions: This will make the template only visible to users with the professions you pick to share the template with.

Template status

Templates can have different statuses depending on whether they've been shared or edited:

Status	What it means
	Only visible to clinic admins. Cannot be used for patient encounters.
	Available to be used for patient encounters, either by the full clinic or selected professions.
	The template has been edited, but those edits have not been shared. Users continue to use the last shared version.

✅ To apply new edits, simply share the template again. The status will revert to Shared, and all users will see the updated version.

Troubleshooting

Issue	Solution
⚠️ Tandem has questions In some cases, when you try to share a template, Tandem may not be able to fully determine what kind of information is expected under certain headings or entries. This typically happens when: The entry name is too general (e.g. "Notes" or "Details") The context of the section or the entry name is unclear	What do do: When this occurs, you'll see a prompt asking you to provide a short explanation. Simply write a brief description of what kind of information should be added under that entry - for example: "Include relevant patient history related to current complaint" "Summarise next steps for treatment or follow-up" Once you've added this clarification, you'll be able to complete the sharing process.
⚠️ Output doesn't look right If you’ve shared a template and notice that some sections are missing or misinterpreted when used in patient encounters, it may be due to how the template was configured by Tandem’s AI.	What to do: If the output doesn’t reflect what you intended - the best approach is to contact Tandem support. Our team can review how the AI interpreted your template and help make any necessary adjustments. ⓘ In most cases, a quick correction by the Tandem team can ensure the template works as expected.

Still running into issues? Contact support by clicking on the support bubble on the bottom right:

Create and edit templates