Templates

Templates help you get consistent, customized summaries of your recordings. This guide will help you manage your templates effectively.

The Templates page is your hub for managing all your summary templates. Here's what you'll find:

Viewing Your Templates

  • Each template shows its name and options for management

  • Templates are listed in an easy-to-scan format

  • Pull down to refresh the list at any time

Creating New Templates

  1. Tap the plus icon (+) in the top right corner

  2. Enter a descriptive name for your template

  3. Write or paste your template text

  4. Tap "SAVE TEMPLATE" to create

Tips for creating effective templates:

  • Use clear, descriptive names that indicate the template's purpose

  • Structure your template text to get the kind of summary you want

  • Consider different use cases when writing your template

Editing Templates

To modify an existing template:

  1. Tap the template you want to edit

  2. Update the template name and/or text

  3. Tap "UPDATE TEMPLATE" to save changes

Managing Templates

You can:

  • Edit any template by tapping on it

  • Delete templates by using the delete option

  • Create new templates any time with the + button

  • Pull down to refresh your template list

Template Safety

Before deleting a template:

  • You'll see a confirmation dialog

  • Double-check you're deleting the right template

  • Remember that deletion cannot be undone

Creating and Editing Templates

When creating or editing a template:

Template Name

  • Choose a clear, descriptive name

  • The name will appear in the summary dropdown menu

  • Make it easy to identify the template's purpose

Template Text Formatting

Our template system uses specific formatting rules to help you create clear, consistent summaries. Here's how to format your templates:

Basic Elements

  1. Headers

    • Use plain text for section headers

    • They'll match your document style automatically

    • Example: Patient Details

  2. Dynamic Fields

    • Use square brackets [ ] for fields that need to be filled in

    • Perfect for variable information

    • Example: [Enter patient age]

  3. Static Text

    • Use quotation marks " " for exact text

    • Text will appear exactly as written

    • Example: "Date of examination:"

  4. Conditional Content

    • Use round brackets ( ) for optional sections

    • Great for special instructions or conditions

    • Example: (Include only if lab results are available)

  5. Objective Data

    • Use {objective_data} to insert app test results

    • Will automatically include force, ROM, cognition, exercises, etc.

    • Example: {objective_data}

Template Structure Tips

  • Organize your template with clear sections

  • Use headers to break up different parts

  • Include specific instructions where needed

  • Consider including:

    • Key points to focus on

    • Specific aspects to analyze

    • Format preferences

    • Level of detail needed

Tips for Success

  • Test your templates with different types of recordings

  • Update templates as your needs change

  • Keep template instructions clear and specific

  • Use the info button (ℹ️) for additional guidance

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