Advanced guide: Editing and customising your template

Learning Objectives

1. Use "If-Then" statements to create dynamic AI instructions.
2. Override patient quotes from the Superdetailed voice option.
3. Ensure Context Tab information syncs accurately across templates.
4. Troubleshoot common issues in templates and outputs.

1. Using Conditional Logic with If-Then Statements

Conditional logic lets you create dynamic templates that adapt to different clinical scenarios —so your documentation automatically updates to fit different clinical scenarios.
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For example...

📍 Scenario: You are documenting care for a patient with burns and want to provide follow-up instructions based on the total body surface area (TBSA) affected:

1. Define the Conditions:
   Use AI instructions to outline actions for different scenarios. For example:
   • (If the burn is less than 10% total body surface area, print: 'Minor burn, no need for specialist follow-up.')
   • (If the burn is 10% or greater, print: 'Major burn, must have fortnightly specialist follow-up post-discharge.')
2. Test the Logic:
   Save the template and regenerate the output. Heidi will dynamically select the appropriate follow-up instructions based on the patient’s TBSA data.
3. To change thresholds, simply modify the logic. For example: