Copilot - Custom Templates

Templates are an essential part of Copilot that allow you to create documents just the way you like them. Templates outline the structure of the note by specifying what sections are in the note, what information goes into each section, and the general formatting of the note.

T-Pro provides a standardised set of default templates for you, but by setting up custom templates you can really tailor these and make generated notes reflect your requirements more precisely.

What is a Note Template, and how do I use one?

Note templates are used for structuring your notes the way that you like them. When setting up your Copilot account initially, you select the Default templates that you would like to automatically generate at the end of each consultation.

You can also select additional documents to be generated, either at the end of the consultation or by going back to the encounter at a later date.

How do I change my default templates?

If you don’t want to be asked what kind of note you’d like to create every time you stop recording, then set up a default template. This is useful for people who like to create the same type of note every session.

After you have completed onboarding, you can amend your default templates in the Settings menu in the bottom left corner.

Navigate to the Documents tab and select Browse more templates. Here you will see the standard T-Pro templates and any custom templates you have created.

What is a Custom Template, and how do I create one?

Custom templates are used for creating the structure you require. You can use the Copilot framework to define each section of your template and the instructions that the AI uses to generate content. Each section is generated from the transcript, along with any structured content (Medications, Diagnosis codes, etc), and any contextual information provided by the EHR. Once you have created a template, it is important to test it to ensure that the desired results are obtained.

Click on Create custom template to bring up the template editor screen. Start by replacing the Document Title with your own custom template name.

How to create a custom template

When you create a template in Copilot, you’ll be able to use different components to guide the AI in generating accurate content. You can use any combination of these components in your template to let Copilot know exactly how you would like your notes or documents to be generated.

Sections: Sections organise your template and provide structure. For example, in a SOAP note (Subjective, Objective, Assessment, Plan), you might include headings like:
Subjective
Objective
Assessment
Plan

These section headings help the AI understand what type of information should be included under each section. To add a new section, simply click the Add section button and give the section a title.
Instruction: Section instructions guide Copilot on how to handle or manipulate certain information within the template. For example, you might want an instruction that tells the AI to only include relevant past medical history that is mentioned in the transcript. This prevents the AI from inferring information from the EHR data, other context, or assuming details that haven’t been confirmed.

This ensures that the generated document is accurate and only includes verified information. Note that an section instruction can be used for each section but are not always required.
Content: The content object allows you to further refine the content of a section with either Verbatim text or placeholders
1. Verbatim Text: If there’s text that you want to remain unchanged every time the template is used, you can mark it as verbatim by wrapping it in quotation marks. Verbatim is used to denote text that must be included word-for-word in the output. This is useful for details that are consistent across all documents generated from the template. For example, you might include a standard referral paragraph.
2. Placeholders: A placeholder denotes the location of medical information that should be displayed. This information might be from the transcript, from the EHR context, or can be added after the document is generated. Placeholders should be wrapped in square brackets (e.g., [Patient Name], [Insert current medications]).

How do I edit existing templates?

To edit an existing template, simply navigate to your Custom Templates tab under Settings. Click the pencil icon to edit the template and repeat the steps above.

When you are done editing. Click the 3 dots and save your changes.