Step 1: Create a New Template
Navigate to the Templates tab, then select My Templates. Click Create New to open the template builder.
Fill in the following details:
- Name — give your template a clear, recognisable title (e.g. GP Consult Note)
- Description — add a brief description of what the template is for
- Rules — add any formatting preferences that apply across the whole note, such as keep it short and concise or use abbreviations
Step 2: Add Your Sections
Click Add Topic to build out the structure of your note. For each section, define:
- Topic name — the section heading (e.g. Chief Complaint, Impression, Plan)
- Format type — choose how the content should be presented: Points for lists or Paragraph for prose
- Prompt — instruct the AI on what to capture in that section (e.g. Describe the patient's concerns, symptoms, and any mentioned history in detail)
Repeat this process until your template covers all the sections you need. Click Preview at any time to see exactly how your note will be structured before saving.
Step 3: Save, Favourite, or Build from an Existing Template
Once you're satisfied, click Save Template. Your custom template will appear under My Templates and is ready to use immediately.
- Set as Favourite — toggle the favourite option to have this template automatically generate with every consultation, no selection needed
- Build from an existing template — instead of starting from scratch, click Use Existing, select any template from the library, and modify the sections, formats, or prompts to suit your needs, then save as your own version
- Edit anytime — click the Edit button on any saved template to make adjustments and save your changes
Tips & Tricks
- Start with an existing template — if a built-in clinical template is close to what you need, use it as a starting point rather than building from scratch. It's faster and ensures you don't miss standard sections for your specialty
- Be specific in your prompts — the more precise your prompt, the better your output. Instead of summarise the plan, try list the treatment plan, next steps, and any follow-up appointments mentioned during the session
- Use Rules to enforce consistency — the Rules field is ideal for practice-wide standards such as always use Australian spelling or do not include patient identifying information in the plan section
- Favourite your most-used templates — any template set as a favourite generates automatically with every consultation, so you never have to manually select it during a busy clinic
- Preview before saving — always click Preview before saving a new or edited template to confirm the structure reads the way you expect before it goes live in your workflow
Need help? Contact our support team at support@nirvascribe.com
