Create and use note templates

Templates provide the structure used when you generate a consultation note. The Templates page separates Basilias templates, your templates, and community templates, so it is easy to begin with a starting point and make it your own.

Use a template in a consultation

1. Open or start a consultation.
2. In the Notes area, open Select Template.
3. Select the template you want to use.
4. After reviewing the transcript, select GENERATE NOTE.
5. Review and edit the resulting note before you save the consultation.

Create a template from scratch

1. Open Templates and choose the option to create a template from scratch.
2. Give the template a clear name and description.
3. Optionally add specialties and tags to help organize it.
4. In Content, describe the note structure you want Basilias to use.
5. Add one or more examples that show the desired style and level of detail.
6. Leave the visibility switch on Private to keep the template to yourself, or switch it to Public to make it available to other users.
7. Select SAVE.

Create a template from your notes

The guided workflow can generate a starting template from existing examples.

1. In Templates, choose the option to create a template from your notes.
2. Upload one to three example clinical notes as PDFs or images.
3. Continue to generate the template.
4. Review and edit the generated structure, then name and describe it.
5. Save the template and test it in a consultation.

Only upload examples you are permitted to use for this purpose. Review the generated template closely, then adjust it until it feels right for your documentation.