A template is the structure a finalised note follows. Every facility starts with the Standard Handover Template, which can be edited or replaced.
The Standard Handover Template
Seeded automatically for every facility, covering:
- Bowel and Bladder Function
- Nutrition and Hydration Intake
- Personal Care and Hygiene Provided
- Skin Integrity Observations
- Mobility, Transfers, and Repositioning
- Sleep, Behavior, and Emotional Wellbeing
- Incidents, Accidents, or SIRS Events
- Escalations or Reports Made to the Registered Nurse (RN)
- Objections or Refusals of Personal Care
Creating a custom template
- Go to Manager → Settings → Templates and click "Add template".
- Give it a short recognisable name (e.g. "Palliative Care Shift").
- Enter each topic on its own line. You can end each line with a colon or leave it plain — both work.
- Save. Carers will see the new template in the dropdown on the recording screen.
How templates drive the guide and summary
- Each template line appears as a chip on the recording screen, giving carers a prompt of what to cover.
- The same lines become section headers in the AI summary.
- Gap detection uses the same list to flag any topic the carer did not cover.
Limits
Up to 20 templates per facility. Templates can be renamed, edited or deleted at any time — changes apply to new notes only.