Templates, forms and reminders

These four cards are the ones a practice tunes over months. None of them is urgent on day one; all of them compound.

Note templates and SmartPhrases

1. Note templates & SmartPhrases holds both: A template is a full note skeleton — pick it from "Insert template" or give it a .dot-code (e.g. .followupnote) and clinicians load the whole thing by typing that code in the note; the AI can also suggest the best-fit template for a visit. A SmartPhrase expands a .trigger into a snippet as they type.

   Dot-codes are unique per practice, and a template defaults to six sections: Chief complaint, HPI, ROS, Exam, Assessment, Plan.

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The card closes with the line that keeps this safe: Content only: everything inserted is reviewed and editable before signing. A template never puts anything into a signed note by itself.

Document templates does the same job for outbound paper — Fax cover sheet, Referral letter, Patient instructions — with merge fields {{patient}} {{provider}} {{site}} {{date}} that fill from the current encounter only (unknown fields render blank), and the result is always editable before it sends.

Order and prescription favourites

Order & prescription favorites is the highest-value small thing on this page: the practice's most-used labs, imaging, procedures, and medications as one-click presets.

The important distinction is in the same sentence: order favorites place the order directly (still unsigned until a clinician signs); Rx favorites prefill the Prescribe form, with CDS checks and signing unchanged.

So a favourite never skips a safety step. It skips typing.

Kiosk intake forms

2. Intake forms builds what self-check-in asks: info blocks, free text, choices, yes/no, 0–10 scales, and consent acknowledgements.

   Per form: Title, Description (Shown to staff, not patients), Sort, Audience, Repeat every (months), Requires e-signature.

   Audience is All check-ins or New patients only. Repeat every (months) is the cadence — its tooltip is the practical guide: 0 = not periodic; 6 = due every 6 months (PHQ-9/GAD-7/ORT).

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The preview runs the real renderer and the same answer checks the kiosk enforces, so what you see is what a patient gets — and the card ends with the standing rule: A clinician reviews every answer.

Reminders

Appointment reminders is the biggest lever on no-shows and it is not connected yet.

The card is explicit: Configuration and preview only for now — no message is sent until a HIPAA BAA-signed SMS/email/voice vendor is connected. You can set when (3 days, 48 hours, 24 hours, 2 hours, 1 hour before, or a custom offset), the channel (Text (SMS), Email, Voice call), the message with its merge fields, and skip rules per visit type — with a live preview.

Worth reading before you write the message: Message content is minimum-necessary: first name, time, practice — never diagnoses or clinical detail. That is the standard to hold yourself to when you compose it, since a reminder is a message to a phone that other people can see.

What usually goes wrong

Templates nobody asked for. Ask the clinicians which note they retype most, and build that one.

Renumbering a scored form. Keep question ids.

Setting a cadence of 0 on a screener. It then never comes due.

Assuming reminders are going out. They are not, until a vendor with a signed BAA is connected.