The template library

Every template your clinic writes from lives in one library. That covers note templates, letters and sheets, and the forms you fill.

Opening the library

Open Templates in the left rail. Four tabs run across the top, All, Notes, Docs and Forms. Each one shows how many templates it holds.

Favourites sit as cards at the top of the page. Star a template on its row to add it there, or use the Add a favourite card.

The table below lists every template. Its columns are Template, Last edited, Last used, Created by and Visible to.

• Last used is the last time you picked the template from your list in + Create. Opening it to edit doesn't count.
• Created by shows You, a colleague's name, Your clinic or Rebrief.
• Visible to shows Just me, Your clinic or Everyone.

Find a template with Search templates. The Type, Created by and Last used filters narrow the list.

The three kinds

• A note template is a layout for a clinical note. During an appointment, you add a note on it from + Create. It opens as its own tab, beside the appointment's own note.
• A document template is a letter or sheet Rebrief writes for you, such as a referral. Square brackets mark a blank Rebrief fills, like [Patient name]. Angle brackets give Rebrief an instruction, like <summarise the findings>.
• A form is a paper or PDF form your clinic already uses. You upload it once and Rebrief finds its blanks. After that, filling it for a patient takes one step.

What you can do from a row

Each row has a star, a Duplicate button, a share button and a ⋯ menu.

• Duplicate copies the template into your clinic's templates.
• The share button puts the template on a public page. It works only on a template you own. Once it's shared, the same button copies the page's link.
• The ⋯ menu holds Set as my default on a note template. On a template you can change, it also holds Visibility and Delete.
• Set as my default marks your default note template, and the item then reads My default template. New appointments start on a blank note either way.

Rebrief's own templates can't be changed. Duplicate one to make it yours.

Trigger phrases

Document and form templates have a Trigger phrases field. A form gets it once the form is saved. Write one phrase per line, in the words your team says. When a phrase comes up in an appointment, Rebrief offers that document or form under Suggested for this appointment in + Create. Nothing is written until you pick it.

Adding a template

Press New template and choose Note, Document or Form. Each kind opens its own editor. A form is read once, right after you upload it. You then check what Rebrief will write in each blank it found.

Browse community shows templates other clinics have shared, beside Rebrief's own. Use this template copies one into your library.