📝 Custom instructions

All Nabla templates are highly customizable, which allows users to tailor each note generated to suit preferences. 

There are a couple of different ways to add Custom instructions to Nabla templates:

• Instruction per section - This allows users to add instructions to each section of the chosen template.
  For example:

  • Add the instruction to the HPI or Subjective section asking Nabla to:
    "Include a Review of Systems organized by organ system at the end of this section"

  • Add the instruction to the Plan section asking Nabla to:
    "Include details regarding treatment recommendations provided, potential side effects of medications, and specific patient concerns as mentioned”

• General instructions - This allows users to add instructions at template level, better utilized for broad instructions that pertain to the entirety of the note.
  For example: 

  • "Style should be extremely concise, using nominal and/or subject-less, very short sentences."

  • “Refer to the patient as client”

1. Test your instructions

• The Magic edit feature is a great way to experiment with Custom instructions. After note generation, click on the Magic edit feature and add instructions for information to see populate in an updated note. Use this feature to refine instructions to best achieve the desired note content and format.

• Once satisfied, copy the Magic edit instructions into the Custom instructions field within the Nabla Settings to see this information populate consistently for every note generated.

2. Applying instructions to a specific section

• Navigate to Nabla Settings → Templates tab.

• Scroll to the section of the chosen template to customize (i.e. Subjective, Assessment, Plan etc).

• Click '+Add' in the 'Custom instructions' field.

• Once the text box appears, manually type or paste chosen instructions into the field and click 'Save', then click 'Save' for the template.

• When a note is generated using this template Nabla will adhere to the instructions defined for the section and, as long as the information is captured in the transcript, Nabla will generate the desired information into the note.
  

• Navigate to Nabla Settings → Templates tab.

• Click '+Add' in the General custom instructions field:

• Manually type or paste the desired instructions in the text box and click 'Save', then click 'Save' in the template.

• When a note is generate using this template Nabla will adhere to the instructions defined and will generate the desired information into the note.

Access our Basic Custom Instructions guide from within the Custom instructions field by clicking on the 'Review our guide' hyperlink.