- Overview
- Medical Record Summarization
- About Medical Record Summarization
- Roles and permissions
- A template's lifecycle
- Create a template
- Edit a template
- About policies
- Create a policy
- Edit a policy
- Refining decision model rules
- Deploy a template
- Send documents for processing
- Review a summary
- Medical Record Summarization (MRS) output data
- Manage deployments
- Manage review workflows
- Customize application appearance
- Experimental features
- Template sections reference
- Policies reference
- Clinical review reference
- System components
Create a clinical summary template using the three-step wizard to define the template purpose, reviewer type, and example summary structure.
Create a new clinical summary template using the wizard. The wizard collects the template's purpose, intended reviewer type, an optional example summary, and an optional starter template. The example summary should be a manually completed summary - not a set of instructions - whose structure the generator uses to build the template. After completion, the template is created in Draft status and opens in the template editor for further configuration.
Prerequisites
- You have access to the Medical Record Summarization application.
- You have the MRSProcessOwner local group membership in Automation Cloud.
Steps
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Select Templates in the left navigation sidebar.
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Select New template in the top-right corner of the Templates page.
An introduction page outlines the steps ahead and gives an estimated duration.
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Select Get started.
The wizard opens on Step 1: What's the purpose of this summary?
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Select the clinical use case that best matches the intended workflow:
Option Description Prior authorization Reviews for insurance approval of treatments or procedures Clinical review Assessment of patient care and treatment decisions Discharge planning Preparation for patient transition out of care Care coordination Coordination between healthcare providers Select None of these apply if none of the listed use cases match.
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Select Continue.
The wizard advances to Step 2: Who will use the output?
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Select the reviewer type that will use the generated summaries:
Option Description Nurse reviewers Registered nurses performing clinical assessments Case managers Coordinators overseeing patient care pathways Physicians Doctors making clinical decisions Utilization review Staff evaluating medical necessity Select None of these apply if none of the listed reviewer types match.
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Select Continue.
The wizard advances to Step 3: Have an example summary to use?
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Provide an example summary, or skip this step:
- To supply an example, select Upload file and drop a
.txtfile into the upload area, or select Paste text to enter or paste content directly. The AI uses the example to calibrate its output format and tone. Select Complete to finish the wizard. - To continue without an example, select Skip. The wizard advances to Pick a template to start with, where you select one of the starter templates listed in Template sections reference and then select Continue. To open the template editor with a blank canvas instead, select Or start from scratch.
- To supply an example, select Upload file and drop a
Result
The new template is created in Draft status and opens in the template editor. The editor is pre-populated with a starter template appropriate to the use case you selected. You can now add, remove, and configure sections before publishing or running a test. Each change you make to the template is automatically saved.
Next steps
- Edit a template - Add sections, configure output types, and adjust AI instructions.
- Manage review workflows - Assign the completion statuses reviewers use for this template.
- Deploy a template - Publish and connect the template to an Orchestrator trigger.