TemplatesWorkflowCustomisation
Template Library Overview
How to use pre-built templates for your specialty and customise outputs to match your workflow.
Template Library Overview
Reading Time: 12 minutes
Audience: Regenemm Voice users
Regenemm Voice uses intelligent templates to transform conversations into structured clinical documentation. This guide covers how to browse, select, and customise templates for your specialty.
Understanding Template Types
Document Categories
| Category | Purpose | Examples |
|---|
| Clinical Notes | Medical record documentation | SOAP, NILDOOCARP, Problem-oriented |
| Letters | External communication | GP referral, Specialist report, Discharge summary |
| Patient Documents | Patient-facing materials | Visit summary, Care plan, Educational handouts |
| Administrative | Practice management | Billing notes, Prior authorisation |
Browsing the Template Library
Access the Library
- Navigate to Settings → Templates
- Browse by category or search
- Preview templates before enabling
Filter Options
| Filter | Options |
|---|
| Specialty | General Practice, Cardiology, Neurology, etc. |
| Document type | Clinical note, Letter, Patient summary |
| Complexity | Simple, Standard, Comprehensive |
| Source | Regenemm default, Custom, Shared |
Pre-Built Templates by Specialty
General Practice
| Template | Description |
|---|
| GP SOAP Note | Standard subjective-objective-assessment-plan |
| Health Assessment | Comprehensive health review |
| Care Plan | Chronic disease management |
| GP Referral Letter | Standard specialist referral |
| Patient Summary | Plain-language consultation summary |
Cardiology
| Template | Description |
|---|
| Cardiology Consult | Initial specialist consultation |
| Echo Report | Echocardiogram findings |
| Holter Summary | 24-hour monitoring report |
| Cardiac Rehab Letter | Rehabilitation referral |
| Risk Calculator Output | CHA₂DS₂-VASc, HEART score |
Neurology
| Template | Description |
|---|
| Neuro Consult | Initial neurological assessment |
| Headache Assessment | Structured headache evaluation |
| Seizure Documentation | Epilepsy management note |
| Surgical Planning | Pre-operative assessment |
| Post-Op Follow-up | Surgical outcome review |
Gastroenterology
| Template | Description |
|---|
| GI Consult | Initial GI assessment |
| Endoscopy Report | Procedure findings |
| IBD Review | Inflammatory bowel management |
| Hepatology Follow-up | Liver disease monitoring |
Mental Health
| Template | Description |
|---|
| Psychiatric Assessment | Initial mental health evaluation |
| Progress Note | Therapy session documentation |
| Medication Review | Psychotropic management |
| Safety Plan | Crisis intervention documentation |
Emergency Department
| Template | Description |
|---|
| ED Triage Note | Initial assessment |
| Resuscitation Record | Critical care documentation |
| Discharge Summary | ED discharge instructions |
| Handover | Shift change communication |
Customising Templates
When to Customise
Consider customisation when:
- Default template doesn't match your workflow
- You need additional sections
- Practice has specific documentation requirements
- Specialty-specific terminology is needed
Template Editor
- Navigate to Settings → Templates
- Select template to customise
- Click Duplicate & Edit
- Modify sections as needed
- Save with a descriptive name
Customisation Options
| Element | What You Can Change |
|---|
| Sections | Add, remove, reorder |
| Headings | Rename to match your style |
| Prompts | Guide AI extraction |
| Formatting | Layout, spacing, bullets |
| Required fields | Make sections mandatory |
| Conditional logic | Show/hide based on content |
Example: Customising a SOAP Note
ORIGINAL CUSTOMISED
─────────────────────────────────────────────────
Subjective Presenting Complaint
Objective Examination Findings
Assessment Diagnosis/Impression
Plan Management Plan
├── Investigations
├── Treatment
├── Referrals
└── Follow-up
Creating Custom Templates
From Scratch
- Templates → Create New
- Choose document type
- Define sections
- Configure extraction prompts
- Test with sample consultations
- Refine and publish
From Existing
- Find similar template
- Duplicate & Edit
- Modify for your needs
- Rename clearly
- Test thoroughly
Best Practices
| Do | Don't |
|---|
| Start from closest existing template | Build complex templates from scratch |
| Test with real consultations | Assume AI will understand vague prompts |
| Use clear section names | Use ambiguous headings |
| Keep it focused | Try to capture everything |
| Document your changes | Make undocumented modifications |
Template Management
Organisation
- Favourites — Pin most-used templates
- Folders — Group by specialty or purpose
- Tags — Add searchable labels
- Archive — Hide unused templates
Sharing Templates
Within your organisation:
- Open template settings
- Click Share
- Select users or groups
- Set permissions (view/edit)
Version Control
- Templates auto-save versions
- Restore previous versions from history
- Track who made changes
Template Analytics
Available Metrics
| Metric | Insight |
|---|
| Usage count | Which templates are popular |
| Edit rate | Which need improvement |
| Approval time | Which are efficient |
| Rejection reasons | What's not working |
Accessing Analytics
- Templates → Analytics
- Filter by date range, template, provider
- Export for reporting
Advanced Features
Conditional Sections
Show sections only when relevant:
IF consultation_type == "follow-up"
SHOW "Interval History"
ELSE
SHOW "Full History"
Dynamic Prompts
Adjust AI extraction based on context:
IF specialty == "cardiology"
EXTRACT cardiac_risk_factors
CALCULATE cha2ds2_vasc_score
Variable Insertion
Include dynamic content:
{{patient.name}} — Patient name{{provider.name}} — Your name{{date.today}} — Current date{{encounter.type}} — Consultation type
Troubleshooting
Template Not Capturing Information
| Issue | Solution |
|---|
| Section always empty | Refine extraction prompt |
| Wrong information in section | Adjust prompt specificity |
| Missing details | Add more specific prompts |
Poor Template Output
- Review prompt language
- Check if information was spoken
- Test with different consultations
- Contact support for prompt optimisation
Getting Help
- Template support: templates@regenemm.com
- Custom template requests: Contact your account manager
- Community templates: Browse shared templates in the library
Related Resources:
