Template components
Knowing the building blocks behind CortexaNote's templates allows for effective customization.
A quick look at components
Component | Appearance | Function |
"Exact text" | "Quotation marks" | The text will appear the same every time. |
Section headers | Plain text | Create sections for template organization. |
[Placeholders] | [Brackets] | Tell Scribe what information you want included. |
(AI instructions) | (Parentheses) | Tell Scribe how to handle the given information. |
Exact text
Exact text appears the same in every note generated from your template. It’s wrapped in "quotation marks" and is useful for:
Practice details
Sign-offs
Section headers
Section headers provide structure and help organize your notes. Written as plain text, an example of SOAP note headers would be:
Subjective
Objective
Assessment
Plan
Placeholders
Placeholders say what to include and where. They're wrapped in [brackets] and describe the type of content, but shouldn't include examples.
✅ [reason for visit]
❌ [reason for visit such as fever]
AI instructions
AI instructions tell Scribe how to handle the given information. They're wrapped in (parentheses) and usually follow [placeholders]. The most important instruction is the safety instruction, which uses conditional formatting and is shown below.
(Only include if explicitly mentioned in transcript or context, else omit section entirely.)
Bringing everything together
Here's an example using all four components together.
Subjective
[chief complaint, history of present illness] (Include any relevant past medical history, diagnoses, surgeries, and specialist visits. Only include if explicitly mentioned in transcript or context, else omit section entirely.)
"Patient consented to the use of CortexaNote"
Use cases
The AI instruction component has multiple use cases.
Specificity
Placeholders should be as specific as possible to get the best results.
❌ [Allergies]
✅ [Allergies including allergen, severity, and last reaction date]
Nesting
Brackets should not be nested inside one another.
❌ [Allergies [allergen], (Only include if explicitly mentioned, else omit entirely.)]
✅ [Allergies including allergen] (Only include if explicitly mentioned, else omit entirely.)
Conditional formatting
Conditional formatting is an if-then statements that keep your notes clean by including only relevant information for your session. This reduces the amount of manual editing after your notes are generated.
How it works
The basic structure is:
(if [condition] print [text]. if [some other condition] print [some other text].)
Conditional statements work with a wide range of conditions and actions.
If-then
The if-then is the standard format. It gives a one-sided response: if there is something, then print some text; otherwise, omit the section.
(Only include if explicitly mentioned in transcript or context, else omit section entirely.)
If-else
The if-else is a little more advanced. It gives a double-sided response: if there is something, then print some text; otherwise, print some other text.
(Only include if explicitly mentioned in transcript or context, else print "not found.")
Condition based
The condition-based format checks a condition or value before writing it out, and automatically omits it if a double-sided response format is not given.
(If patient's BMI is over 30, print "suggested weight management."
Multiple conditions
AND
If you have multiple conditions and need both to hold, use the word AND to ensure both conditions are met for the action to run.
OR
If you have multiple conditions and only need one to be true, use OR to make sure at least one condition is met before the action runs.