Creating & editing templates

Templates are the layouts Rebrief writes on when you ask for a note, a letter or a form. All three kinds start in the same place. Notes and documents share one editor, and forms have their own upload.

Starting a template

In Templates, press New template and pick a kind.

• Note opens a new note template.
• Document opens a new letter or sheet, such as a referral.
• Form opens the form upload.

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

Writing a note or document template

The bar at the top shows Templates, to go back, then the kind of template and whether it's saved. Save sits on the right.

1. Type a name where it says Untitled template. Rebrief won't save a template without one.
2. Write the template on the sheet below the name.
3. Use square brackets for a blank Rebrief fills, like [Patient name].
4. Put a default value after a double colon, like [Tooth :: 14].
5. Use angle brackets for an instruction to Rebrief, like <summarise the findings>.
6. Press Save. Ctrl+S saves too.

Everything else is copied exactly as written. Blanks and instructions change colour as you type. The panel beside the sheet lists the blanks the template holds, and its How it works section sums up the marks.

If you try to leave with unsaved changes, Rebrief asks first.

Have Rebrief draft a note template

On a note template, press Draft 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 draft replaces everything on the sheet. It isn't saved until you press Save.

The panel beside the sheet

• Who can use it sets who sees the template. It's covered below.
• When Rebrief offers it holds trigger phrases, one per line, in the words your team says. When one comes up in an appointment, Rebrief suggests the template under + Create. It never writes one on its own.
• Your default, on a note template, has the My default template switch. It marks the template as your default. New appointments still start on a blank note.
• More has Copy the text and Delete 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 change a template

• Rebrief's own templates can't be changed. Open one and press Save my copy, and your changes save as your clinic's own copy.
• Only the person who made a template, or a clinic admin, can change it. A colleague's template opens read only, with Make my copy.
• Duplicate on a library row also makes a copy you can change.
• Deleting a template removes the template only. Notes and documents already written from it are kept.

Who can use a template

In the editor, Who can use it has three choices.

• Only me keeps the template to you. Not even a clinic admin sees it.
• My clinic lets everyone at your clinic use it.
• Community lets any Rebrief clinic find it and make a copy.

A new template starts as My clinic. You can share it with the community once it's saved.

In the library, the same three choices sit under Visibility in the row's ⋯ menu, as Just me, Your clinic and Everyone. Use that menu for a form.

Before a template goes to the community, Rebrief checks it for patient details. The article on sharing a template with the world covers this.