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  • Overview
    • About Healthcare solutions
  • Medical Record Summarization

Healthcare Solutions user guide

Edit a template

Edit a template to configure its sections, adjust AI instructions, set output types, and apply advanced settings such as the system prompt and concurrent job limit. Each save operation creates a new version of the template and preserves the full edit history.

Prerequisites​

  • The template exists and is accessible from the Templates list.
  • You have edit permissions for the template.
  • The template is in Draft or Published status. Deployed templates must be paused or disconnected before editing affects production runs.

Open the template editor​

  1. Select Templates in the left navigation sidebar.

  2. Select the name of the template you want to edit.

  3. Select Edit template in the template detail view header.

    The template editor opens, showing all configured sections and the AI instructions for each.

Add a section​

  1. In the editor, select Add section at the bottom of the section list.

  2. Enter a name for the new section.

  3. Configure the section output type and instructions as described in the sections below.

  4. Select Save (or Publish) to commit the change.

    A new version is created automatically.

Configure section output type​

Each section independently produces either a prose summary or a structured Q&A response. Select the output type from the Summary | Q+A toggle at the top of each section.

Note:

Selecting Summary does not prevent you from including questions in the AI instructions for that section. The Q+A output type is an interface convenience that structures the input into dedicated question and answer fields - it does not change what content the AI can produce.

Summary output type​

Enter the AI instructions for this section in the text field below the section name. These instructions tell DeepRAG what clinical information to extract and how to present it for the intended reviewer.

Q+A output type​

Configure the following fields:

FieldDescription
QuestionThe question the AI answers for this section
Answer formatThe format of the AI's response: Yes/No, Multiple choice, Numeric, or Free text
Additional guidanceSupplementary instructions for the AI, entered in the rich text editor

Apply an AI suggestion​

When the system has generated recommendations for a section based on reviewer override patterns, an AI suggestion panel appears on the relevant section. The panel includes a priority level (High, Medium, or Low), a description of the issue, and specific guidance for revising the section instructions.

To act on the suggestion:

  • Select Apply to accept the recommendation. The section instructions update automatically.
  • Select Dismiss to dismiss the suggestion without making changes.

Suggestions originate from the Recommended actions in the template's Overrides tab. For more information, see Template lifecycle.

Reorder sections​

Use the up and down arrow icons to shift a section one position at a time.

Remove a section​

Select the trash icon on a section to delete it from the template.

Deleted sections cannot be restored. To hide a section without deleting it, toggle the section off using its visibility control instead.

Configure reviewers​

  1. Select Reviewers in the editor header.

  2. In the Select Reviewers dialog, search for users or groups by first name.

    Users must be part of the MRSReviewer local group to see reviews in their queue. All local groups and users registered in the organization are visible, including Active Directory groups.

  3. Select the reviewers to assign to this template.

  4. Select Save Reviewers.

Configure advanced settings​

Warning:

Modifying the system prompt may significantly affect AI output. System prompts are versioned together with the template - reverting to an older version restores its system prompt as well. Modifying the system prompt is most useful when processing non-medical documents.

Advanced settings control the AI system prompt applied to all summarizations and the number of parallel jobs used during batch processing.

  1. Select … in the editor header.

  2. Select Advanced settings.

  3. To modify the AI system prompt, select System prompt and edit the content in the rich text editor. The system prompt provides global context and constraints to the AI model for every summarization using this template.

  4. To adjust parallel processing, select Concurrent jobs and enter a value between 1 and 20. Higher values process batch runs faster. The default limit is 20 concurrent jobs and can be increased on request. Pricing is per summary, so concurrency does not affect cost.

  5. Select Save settings.

Publish the template​

When the template is ready for production, select Publish in the editor header.

Result: The template status changes to Published. The template now appears in the Deployments page and can be connected to an Orchestrator trigger. Published templates can still be edited - any subsequent save creates a new draft version.

Preview a summary​

To verify the template's output before publishing, select Preview summary in the editor header. You can upload any sample document - it does not need to be a previously processed record.

Preview generation runs DeepRAG and may take time to complete. Keep the file upload dialog open until the upload status changes to Indexing or Processing before navigating away. A template cannot be published while a preview is in progress.

Export a template​

To export the template configuration, select … in the editor header and select Export, then confirm in the dialog that appears.

Result: The current template version downloads as a JSON file containing the template configuration. The exported file can be used to share template instructions, keep an offline backup, or transfer the configuration to another template.

View version history​

To view the full version history of the template, select … in the editor header and select Version history. Each entry shows the version number, the user who saved it, and the timestamp.

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