Configuration options for template sections in Medical Record Summarization, including Summary, Q+A, and Policy output types, answer formats, and section settings.
This reference covers the configuration options available for template sections in the Medical Record Summarization template editor.
Each section in a template independently produces one of three output types. The output type is selected using the Summary | Q+A | Policy toggle on each section.
Output Type
Description
Configuration Fields
Summary
DeepRAG generates a prose narrative for the section based on the provided instructions.
Section title, Instructions, Additional rules or considerations
Q+A
DeepRAG answers a structured question using the configured answer format.
Question, Answer format, Additional guidance
Policy
The record is evaluated against a published policy's decision model.
When a section is set to Q+A output, the Answer format field controls the structure of the AI's response. Answer formats do not apply to Summary or Policy sections.
The label displayed in the generated summary. Defaults to Policy evaluation followed by the section's position.
Policy
The published policy whose decision model evaluates the record. Selected from a searchable list.
Link to
The summary sections that receive the policy evaluation result as context. Select All sections to link every summary section, or select individual sections by name. Selecting All sections disables the individual section options. The field appears only once the template contains at least one other section for the policy output to link to.
Note:
Linking controls which sections explicitly receive the policy evaluation result as context. Sections that are not linked can still be influenced by policy context.
Rich text editor for the global AI instructions applied to all summarizations using this template. Structured with Role, Goal, Constraints, and Error handling sections.
The Reviewers button in the editor header opens the Select Reviewers dialog. Only users and groups that are members of the MRSReviewer local group are available for selection. For which records a selected reviewer then sees, see Roles and permissions.
The … menu on each template row in the Templates list provides the following actions.
Action
Description
Rename
Changes the template name
Duplicate
Creates a copy of the template with all sections and configuration
Archive
Moves the template to Archived status. Takes effect immediately, with no confirmation prompt. Archived templates are hidden from the template list until you select Archived in the Status filter.
Delete
Permanently removes the template, all its versions, and all associated test runs
For a template in Archived status, this menu offers Duplicate, Restore, and Delete instead. Restore returns the template to Draft status. For details, see A template's lifecycle.
