The Template Manager gives you full control over how summaries in OurMind are structured. With this feature, you can decide which sections are used, in what order they appear, and how detailed a template is.
Templates are the heart of OurMind. By adapting them to your own workflow, you get consistent and recognizable output for every consultation. With the Template Manager, you can, among other things:
Create personal templates based on all available sections
Add, remove, and reorder sections using drag-and-drop
Create multiple templates for different situations
Use separate templates for, for example, TC’s and MDT’s
Create intake and follow-up versions of the same specialist template
Get started right away!
Go to your personal settings within OurMind.
Then go to Template Settings.
Here, in the top right corner, you can create a New Template or edit existing templates. It is also possible to change the template name.
Next, modify the template sections using drag-and-drop.
Add instructions and examples per section.
You always work with existing sections, but you decide how they are combined and configured. This makes it easy, for example, to create a concise follow-up template alongside a more extensive intake template.
It is possible to copy the instructions of a template to another template by clicking 'Duplicate'. This will create a copy of your old template, including examples and instructions, which you can then modify in the new template.
Instructions and examples per section
The fields for instructions and examples can be filled in per section; read more about this in this article. The combination of the right sections, instructions, and examples together ensures predictable, consistent, and personalized summaries. Filling in instructions and examples can easily be done per section within the template.
With the Template Manager, you decide how OurMind works for you. By setting up templates intelligently, you save time, avoid post-editing, and ensure the output better matches your way of reporting. Take the time to experiment—you can always adjust, copy, or revert.