Lesson 2.1 — Finding & Applying Templates

Module 2, Lesson 1

Prerequisites: Lesson 1.5 — Export: PDF, Signatures & Sharing

Estimated time: 6 minutes

What You'll Learn

How to navigate the Template Maker page
How to browse, search, and filter your templates
How to apply a template to a note from the AI Scribe workspace
How shared templates work

Template library with pre-built medical templates

The Template Maker Page

Open the Template Maker from your main navigation. This is your template headquarters — where you create, edit, organize, and manage all your clinical templates.

The page has two main areas:

The template builder (top section) — where you create or edit templates using headers, instructions, and macros
The template gallery (bottom section) — a visual grid of all your saved templates, displayed as cards you can drag to reorder

Browsing Your Templates

The template gallery shows each template as a card with its nickname (display name) and type. You can:

Search — use the search bar above the gallery to find templates by name
Filter by author — if you have shared templates from team members, use the author filter dropdown to see only your own templates or templates from a specific colleague
Toggle view — switch between expanded and compact card views
Toggle macros — show only macro-type templates or only note templates
Drag to reorder — grab a template card and drag it to change its position in the gallery. Your custom ordering is saved automatically.

Template Types

DeepCura distinguishes between several template types, each serving a different purpose:

Note templates — the standard clinical note templates with headers and instructions (e.g., SOAP, H&P, Follow-Up)
Macros — text snippet templates with trigger phrases for automatic insertion
Task Instructions — templates that define how AI automation tasks are generated
Patient Instructions — templates for generating patient-facing discharge or follow-up instructions
Referral templates — structured templates for referral letters
Prior Authorization templates — templates for prior auth documentation
AI Fax and AI Email templates — templates controlling how automated fax and email content is generated

The template gallery filters out special types (tasks, patient instructions, referral, prior auth, fax, email) from the main view. These are managed in their own dedicated expandable sections on the Template Maker page.

Applying a Template in the AI Scribe Workspace

Templates are applied to notes in two ways:

During generation — when you click the regeneration icon on a transcript entry in the AI Scribe workspace, your template list appears. Click a template to generate the note with that template's structure.
During regeneration — if a note already exists and you want to reformat it, click the regeneration icon on the generated note (the "answer" entry). Your template list appears again, and selecting a different template regenerates the note.

In both cases, the AI uses the selected template's headers, per-section instructions, macros, and physical exam template to shape the output.

Shared Templates

Templates can be shared across team members in your organization. When a colleague shares a template with you, it appears in your gallery with their name as the author. You can use shared templates to generate notes, but only the template owner (or an admin) can edit or view version history.

The author filter in the gallery makes it easy to see which templates belong to you and which were shared by others.

Reformatting a Note with a Different Template

You can regenerate any existing note in a different format directly inside a patient's thread — for example, turning a visit note into patient discharge instructions, a referral letter, or a prior authorization document. Here is how: