- Overview
- Medical Record Summarization
Healthcare Solutions user guide
Create a template
Create a new clinical summary template using the three-step wizard. The wizard collects the template's purpose, intended reviewer type, and an optional example summary. 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.
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 or existing template to use?
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Choose how to generate the template:
- Provide an example summary: 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. - Pick a template to start with: Select Skip to move to the next step where you can choose to start from a pre-configured template based on the use case and reviewer type you selected, without providing an example summary.
- Build from scratch: Skip the example step entirely and select Or start from scratch to open the template editor with a blank canvas.
- Provide an example summary: Select Upload file and drop a
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Select Complete to finish the wizard, or Skip if you chose not to provide an example summary.
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.
- Deploy a template - Publish and connect the template to an Orchestrator trigger.