Edit a template to configure sections, adjust AI instructions, set output types, and apply advanced settings including system prompt and concurrency limit.

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.

Each section independently produces a prose summary, a structured Q&A response, or a policy evaluation. Select the output type from the Summary | Q+A | Policy toggle at the top of each section.

A Summary section has two instruction fields, both rich text:

Configure the following fields:

A Policy section does not take instructions. It binds the section to one published policy, and the patient record is evaluated against that policy's decision model.

Switching a section to Policy renames it to Policy evaluation followed by its position, and replaces the instruction fields with a policy picker.

At run time, the section reports the outcome, the score for scored profiles, a confidence rating, a rationale, and a per-criterion breakdown. See About policies and Review a summary.

When the system has generated recommendations for a section based on reviewer override patterns, an AI suggestion panel appears on the relevant section. The panel includes a priority badge (High, Medium, or Low), a title, and a description of the issue.

Under Recommended prompt change, the panel shows the proposed instructions as a diff: text to be removed is struck through and text to be added is highlighted.

To act on the suggestion:

Suggestions originate from the Recommended actions in the template's Overrides tab. Recommendations are not produced automatically: they are generated only when you select Analyze overrides in that tab. The analysis covers section overrides on Summary output only. Policy decision feedback is recorded but is not yet analyzed. For more information, see Template lifecycle.

Use the up and down arrow icons to shift a section one position at a time.

Select the trash icon on a section to delete it from the template.

Deleted sections cannot be restored. To hide a section without deleting it, toggle the section off using its visibility control instead.

Advanced settings group five template-wide settings: System prompt, Concurrent jobs, Citation type, Review time, and Workflow mapping. For the fields each one exposes, see Template sections reference.

When the template is ready for production, select Publish 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.

The editor saves your changes automatically. The header shows when the draft was last saved, alongside a Discard changes link that reverts the draft to the last published version.

To verify the template's output before publishing, select Preview summary in the editor header. You can upload any sample document - it does not need to be a previously processed record.

Preview generation runs DeepRAG and may take time to complete. Keep the file upload dialog open until the upload status changes to Indexing or Processing before navigating away. A template cannot be published while a preview is in progress.

To export the template configuration, select … in the editor header and select Export, then confirm in the dialog that appears.

Result: The current template version downloads as a JSON file containing the template configuration. The exported file can be used to share template instructions, keep an offline backup, or transfer the configuration to another template.

To view the full version history of the template, select … in the editor header and select Version history. Each entry shows the version number, the user who saved it, and the timestamp.