Foundations
Templates
Templates define the structure of your reports — static content and AI blocks that the AI fills in for each client.
A template is a reusable report skeleton. You write it once, then use it for every client. Static sections (clinic details, disclaimers, section headers) stay the same across reports; AI blocks are filled with client-specific content each time you generate.
What you can do
- Build templates from scratch with a rich text editor
- Import an existing .docx file and convert it into a template
- Add AI blocks with custom prompts to any section
- Browse and copy community templates shared by other clinicians