Templates

Overview

Templates are reusable configurations that define how records should be processed. They save time by pre-configuring settings that you use repeatedly.

Template Settings

Setting	Description
Name	Template identifier
Description	Optional description of the template's purpose
Generated outputs	Which outputs to create (summary, chronology, vitals, medications)
Export formats	Which formats to generate (PDF, DOCX)
Custom sections	Specialized extraction sections
Additional fields	Which metadata fields to enable
Focus instructions	Default focus text for records using this template

Template Management

Create templates from the Templates page
Edit templates to update settings
Delete templates when no longer needed
Team-level templates shared across your team

Default Template

A template named "Default" is auto-selected when uploading
Users can override the template selection during upload
If no default exists, records use system defaults

Focus Settings

Overview

Focus settings guide the AI to prioritize specific content when analyzing your records.

Configuration Options

Enable/Disable:

Focus can be toggled on or off per record
When disabled, AI analyzes all content equally

Subject Description:

Free-text field to describe what to focus on
Example: "right knee injury that occurred in January 2023"
The more specific, the better the focus

Date Range:

Start date – ignore content before this date
End date – ignore content after this date
Useful for focusing on a specific incident period

AI Enhancement

When you save focus settings:

AI processes your instructions
Creates an enhanced subject interpretation
Displays the enhanced version for verification
Uses enhanced focus for relevance detection

Enhanced Subject Display

Shows AI's interpretation of your focus
Includes AI-detected relevant start date (if applicable)
Blurs during processing to indicate update in progress

Relevance Detection

Based on focus settings, the AI:

Marks chronology entries as relevant or not relevant
Allows filtering to show only relevant entries
Users can override AI decisions manually

Focus Warnings

"Not found" warning if AI cannot find the subject in the record
Focus will not be applied if the subject isn't found
Consider broadening the subject description

Additional Details Fields

Available Fields

Field	Description
File Number	Internal case or reference number
Date of Birth	Patient's date of birth
Date of Injury	When the injury or incident occurred
Examining Physician	Physician reviewing the records
Case Type	Classification (e.g., Personal Injury)

Configuration

Fields can be enabled/disabled per template
Only enabled fields appear during upload
Can also be configured at team level

Display

Configured fields appear in record header
Quick reference without opening record details
Can be edited after upload via slideover panel

Custom Sections

Overview

Custom sections allow you to define specialized extraction categories beyond the standard outputs.

Configuration

Defined in templates with:

Section name – displayed in sidebar
Icon – visual identifier (from preset list)
Extraction configuration – what to extract

Available Icons

Heart, Star, Document, Clipboard
Camera, Lifebuoy, Scissors
And more...

Use Cases

Surgical History – extract all surgical procedures
Radiology Findings – compile imaging study results
Expert Opinions – gather expert assessments
Physical Therapy – summarize PT notes

Workflow Integration

Creating a Template

Navigate to Templates page
Click New Template
Configure settings
Save template

Using a Template

Start new upload
Select template from dropdown
Settings auto-populate
Adjust as needed
Submit upload

Template Best Practices

Create templates for common case types
Name templates descriptively
Document template purposes in descriptions
Review and update templates periodically