Creating a report template allows you to generate a summary of the notes from the AI records in a client file.
To create a report template, please follow these steps:
A. Click on Charting, in the left-hand menu
B. Click on AI Reports tab
1. Click on +Add
2. Select an option to create templates
Use an existing template
Use an existing template
1. In the Filters section, search for a template by name or select a profession
2. AI only checkbox is selected by default; make sure it is checked
3. Click on the template of your choice
The selected template will appear in your list under the My AI reports tab.
To review the instructions for this new template:
1. Click on the General AI Instructions tab
2. Review the general AI instructions
3. If needed, click on Revise Instructions, then select a note structure from the available options
4. Click on the name of your report
5. Click on the Edit icon
6. Review the AI instructions for all fields and make corrections if needed
You can also use AI-generated suggestions by clicking 'Suggest'. The generated text will be based on:
the profession associated to the template
the name of the template
the name/label of the Notes field
⚠️ Warning: By clicking “Suggest”, the AI’s new suggestion will overwrite the text already in the box and cannot be recovered.
You can further refine the suggestion by clicking Improve.
⚠️ Warning: By accepting the improved version, the original version cannot be recovered.
Once instructions have been added to your Notes fields, your template will be identified with the AI icon.
Create my template with AI
Create my template with AI
1. Add a Note format
2. Select a Profession from the dropdown list options
3. Select the template language
4. Click on Next
6. Select a Note Structure from the available options
7. Click on Next
To review the instructions for this new template:
1. Click on the General AI Instructions tab
2. Review the general AI instructions
3. If needed, click on Review Instructions, then select a note structure from the available options
You can also use AI-generated suggestions by clicking 'Suggest' The generated text will be based on:
the profession associated to the template
the name of the template
the name/label of the Notes field
⚠️ Warning: By clicking “Suggest,” the AI’s new suggestion will overwrite the text already in the box and cannot be recovered.
You can further refine the suggestion by clicking Improve.
⚠️ Warning: By accepting the improved version, the original version cannot be recovered.
Once instructions have been added to your Notes fields, your template will be identified with the AI icon.
Start from scratch
Start from scratch
Used the Make IA ready button for your report template
1. Complete the Report Name, Language, and Domains fields. These fields must be filled out in order to proceed
2. Click on Make IA ready
Once the preparation is complete, your report template and note fields will be identified with the AI logo
3. Review and edit the instructions for the Notes fields as needed
The AI instructions for your note fields allow you to indicate which relevant information the AI should extract from the records in order to generate a summary. You can write these instructions in your own words or use the AI tool to receive suggestions
4. Click on the “AI Instructions” tab.
5. Review and edit the General AI Instructions as needed
This section allows you to add and modify the general AI instructions that will be applied to your entire report. These instructions may include, for example, text formatting preferences (short and complete sentences, bullet-point notes, etc.)
You can also use AI-generated suggestions by clicking 'Suggest' The generated text will be based on:
the profession associated to the template
the name of the template
the name/label of the Notes field
⚠️ Warning: By clicking “Suggest,” the AI’s new suggestion will overwrite the text already in the box and cannot be recovered.
You can further refine the suggestion by clicking Improve.
⚠️ Warning: By accepting the improved version, the original version cannot be recovered.
Once instructions have been added to your Notes fields, your template will be identified with the AI icon.