Creating & editing templates

Templates are the layouts Rebrief writes into when you ask for a note, a letter or a form. All three kinds start in the same place, and each one opens its own editor.

Starting a template

In Templates, press New template and pick a kind.

• Note opens the note template editor.
• Document opens the letter editor.
• Form opens the form upload.

New template at the foot of the + Create menu also opens the note template editor.

Building a note template

You use a note template when you add a template note to an appointment from + Create.

1. Give the template a title. Rebrief won't save it without one.
2. Write the headings and text you want in the note.
3. Use square brackets for a blank, like [Patient Name]. Put a default value after a double colon, like [Tooth::14].
4. Use angle brackets for an instruction to Rebrief, like <Generate a greeting>.
5. Press Save.

Everything outside brackets is copied as written. The editor colours blanks and instructions as you type. On a saved template, the button under the editor reads Save Edits.

To have Rebrief draft a template, open a saved one and press Generate Template with AI. A Quick Start box opens. Paste an appointment note you like and press Generate. Rebrief builds a template from that note's structure.

Note: The new template replaces everything in the editor. It isn't saved until you press Save Edits.

Building a document template

A document template is the text of a letter or sheet, such as a referral.

1. Name it, for example "Referral to periodontist".
2. Write the letter. [Patient name] is a blank Rebrief fills. [Tooth :: 14] is a blank with a default. <summarise the findings> is an instruction.
3. Add Trigger phrases, one per line, in the words your team says. When one comes up in an appointment, Rebrief offers this document under Suggested for this appointment in + Create. It never writes one on its own.
4. Press Save template.

Building a form template

1. Drop in a PDF or a picture of the form your clinic uses. PDF, PNG, JPEG and WebP files work, up to 12 MB. A photo of the paper works too.
2. Check the name under Name your form.
3. Press Read this form. Rebrief finds the blanks and lists them, usually with a box around each one on the page.
4. For each blank, check what Rebrief will write in it. Change the wording if you need to.
5. Switch off any blank your clinic fills by hand. Signatures and office-use boxes start switched off.
6. Press Confirm fields to save it.

Finish later takes you back to the library. The form keeps what was read, with the wording Rebrief suggested. Changes you made on this screen are not kept.

Opening a saved form lets you change its wording, switch fields on or off and add Trigger phrases. Press Save changes to keep them, or Delete to remove the form. The boxes can't be moved. If the paper form itself changed, upload it again as a new form.

Copying, deleting and who can edit

• Rebrief's own templates can't be changed. Saving one makes a copy for your clinic.
• Only the person who made a template, or a clinic admin, can change it.
• Duplicate on a library row makes a copy you can change.
• Delete removes the template only. Notes and documents already written from it are kept.

Who can see a template

Every template has a Visible to setting. A new template starts as Your clinic.

• Just me keeps it to you.
• Your clinic shares it with everyone at your clinic.
• Everyone puts it on a public page other clinics can use.

Change it under Visibility in the row's ⋯ menu. A note template's own page has the same choice under Visible to. Before a template goes public, Rebrief checks it for anything that looks like patient information. The article on sharing a template with the world covers this.