Templates are an excellent tool for enhancing efficiency, allowing you to quickly format your notes or provide recurring information through text messages and other communications.
Accessing the Templates Section
Navigate to Settings.
Select the Templates sub-menu.
View existing templates if any have already been created.
Creating a New Template
Click the + New Template button in the top right corner.
In the Template Creation Tool, complete the following fields:
Template Name: Enter a descriptive name.
Template Type: Choose from options like Chart Notes, Report Summaries, Text Messages, etc.
Snippet Templates (optional): Ideal for frequently used information, usable anywhere within Suno.
Template Category (optional): Organize templates by categories, created within the Template Categories section.
Visibility Settings: Enable “Visible to other practice members” if you want the template accessible to other staff.
Note: Only the template creator can edit the template.
Customizing Your Template
Utilize the full word processor with extensive formatting tools.
Merge Tags:
Click the tag icon to access Merge Tags.
Example: Under
Patient - Info, selectName > Full Name. This will add the{{Patient.FullName}}tag that auto-populates the patient’s full name when the template is used.Use multiple merge tags to automate data entry.
Using the "Ask AI" Feature
Enter a prompt in the
Ask AIfield (e.g., "Create fax cover letter for insurance company").Press
Enteron your keyboard or click the arrow icon.
Our AI will then create a template for you based on the prompt. You can then choose to:
Replace Existing Content to overwrite current text.
Append AI-generated text to existing content you have written.
Review AI-generated content for accuracy and consider integrating
Merge Tags.
Saving and Utilizing Templates
After completing your template, click “Save”.
The template is now ready for use in your practice.
Need Help?
If you have any questions, feel free to reach out to our support team.