Custom templates allow you to tailor Whippet Notes to your specific clinical documentation needs. This guide walks you through the process of creating effective templates.
Getting Started
Navigate to the "Template Builder" on the left menu
Click "Create New Template"
Choose an existing template structure (recommended) or start a blank temaplate.
Enter a name and description for your template
Start building - follow the instructions below.
Save and view how your consult will appear against a recent consult.
Template Building Basics
Your template can include three main elements:
1. Section Headings
Create structure in your notes by adding headings and sections in plain text or as formatted headings.
Example:
Subjective
Objective
Assessment
Plan
2. Placeholders
Use square brackets [ ] to create areas that Whippet will attempt to fill with relevant information from the consultation.
Examples:
[Default to "soft, pain free on palpation, no mass effect or fluid wave evident" unless abnormal]
[List medications used, including drug names and dosages. If none used, write "None administered"]
[Enter date in DD/MM/YYYY format. If not specified in the notes, write "Not specified"]
3. Instructions
Use round brackets ( ) to provide specific instructions on how Whippet should handle information that may or may not be mentioned in your consultation.
Example:
(Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Advanced Tips
Be Specific: The more specific your placeholders and instructions, the better your results will be.
AI Instructions: For complex templates, add specific AI instructions at the end referencing particular sections.
Preview: Always use the preview function to test your template before saving.
Iteration: Don't hesitate to refine your template based on results - template building often improves with iteration.
Need Help?
If you have questions about creating custom templates or need assistance, please contact our support team at support@whippetnotes.com.