- Overview
- Medical Record Summarization
Healthcare Solutions user guide
Edit a template
Edit a template to configure its sections, adjust AI instructions, set output types, and apply advanced settings such as the system prompt and concurrent job limit. Each save operation creates a new version of the template and preserves the full edit history.
Prerequisites
- The template exists and is accessible from the Templates list.
- You have edit permissions for the template.
- The template is in Draft or Published status. Deployed templates must be paused or disconnected before editing affects production runs.
Open the template editor
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Select Templates in the left navigation sidebar.
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Select the name of the template you want to edit.
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Select Edit from the template detail view.
The template editor opens, showing all configured sections and the AI instructions for each.
Add a section
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In the editor, select Add section at the bottom of the section list.
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Enter a name for the new section.
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Configure the section output type and instructions as described in the sections below.
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Select Save (or Publish template) to commit the change.
A new version is created automatically.
Configure section output type
Each section independently produces either a prose summary or a structured Q&A response. Select the output type from the Summary | Q+A toggle at the top of each section.
Selecting Summary does not prevent you from including questions in the AI instructions for that section. The Q+A output type is an interface convenience that structures the input into dedicated question and answer fields - it does not change what content the AI can produce.
Summary output type
Enter the AI instructions for this section in the text field below the section name. These instructions tell DeepRAG what clinical information to extract and how to present it for the intended reviewer.
Q+A output type
Configure the following fields:
| Field | Description |
|---|---|
| Question | The question the AI answers for this section |
| Answer format | The format of the AI's response: Yes/No, Multiple choice, Numeric, or Free text |
| Additional guidance | Supplementary instructions for the AI, entered in the rich text editor |
Reorder sections
Select and drag the reorder handles (↑↓) on a section to move it to a different position in the summary. Alternatively, use the up and down arrow icons to shift a section one position at a time.
Remove a section
Select the trash icon on a section to delete it from the template.
Deleted sections cannot be restored. If you want to hide a section without deleting it, toggle the section off using its visibility control instead.
Configure reviewers
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Select … in the editor header.
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Select Reviewers.
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In the Select Reviewers dialog, search for users or groups by first name.
Users have to be part of the MRSReviewer local group in order to see the review in their queue. All local groups and users registered in the organization will be visible. This includes active directory groups.
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Select the reviewers to assign to this template.
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Select Save Reviewers.
Configure advanced settings
If you choose to modify the system prompt, be aware that it may significantly affect the output. System prompts are versioned just like the summary template. By going to an older version of the template, the system prompt will also revert to its previous state. Updating the system prompt is particularly helpful if you're not processing medical documents, for instance.
Advanced settings control the AI system prompt applied to all summarizations and the number of parallel jobs used during batch processing.
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Select … in the editor header.
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Select Advanced settings.
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To modify the AI system prompt, select System prompt and edit the content in the rich text editor. The system prompt provides global context and constraints to the AI model for every summarization using this template.
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To adjust parallel processing, select Concurrent jobs and enter a value between 1 and 20. Higher values process batch runs faster. The default limit is 20 concurrent jobs and can be increased on request. Pricing is per summary, so concurrency does not affect cost.
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Select Save settings.
Publish the template
When the template is ready for production, select Publish template in the editor header.
Result: The template status changes to Published. The template now appears in the Deployments page and can be connected to an Orchestrator trigger. Published templates can still be edited - any subsequent save creates a new draft version.
Preview a summary
To verify the template's output before publishing, select Preview summary in the editor header. You can upload any sample document for preview - it does not need to be a previously processed record.
Preview generation runs DeepRAG and may take time to complete. You can navigate away from the page and return later to view the result. A template cannot be published while a sample file is undergoing preview generation.