Healthcare Solutions user guide

A template defines the structure of the AI-generated clinical summary: which sections to include, what type of output each section produces, and how the AI is instructed to populate each section. Templates progress through three statuses before they can process records in production, and every change to a template is preserved as a numbered version.

Templates move through a defined lifecycle from creation to production.

A published template can be returned to draft by editing it - any saved edit creates a new draft version. A deployed template can be paused or stopped from the Deployments page without changing the template's published status.

Every time a template is saved in the editor, the system creates a new numbered version. Version numbers are sequential and permanent. No version is ever overwritten or deleted when a new version is saved - the full history is always accessible.

The version history is accessible from Version history in the … overflow menu in the template editor. Each entry shows who made the change and when. This audit trail supports compliance requirements in regulated healthcare environments.

When a template is deployed, the deployment is connected to a specific version. If the template is later edited and a new version is published, the deployment continues using the previously connected version until explicitly updated.

The Templates page displays aggregate usage metrics across all templates, followed by the template list.

Four metrics appear at the top of the page, scoped to the selected time period using the All time filter.

Selecting a published or deployed template from the list opens the template detail view. The detail view provides three tabs: Overview, Runs, and Overrides.

The Overview tab provides a consolidated view of template quality and recent activity.

An AI-generated summary interprets the override data for the selected time period and produces a headline and a brief description of where reviewer edits are concentrated. The time period is controlled by the date range selector (for example, Last 90 days).

The summary is accompanied by a line chart that plots overrides, documents reviewed, and version updates over the selected period.

Lists the template sections that have received the most overrides, with the override count and override rate (as a percentage of total reviewed summaries) for each section.

Lists the most recent runs associated with this template, showing the batch name, status, and document count.

Displays all summarization runs associated with this template. Each row in the list represents one batch run.

Runs can be filtered by Status and Source using the dropdowns in the tab header.

Displays all reviewer overrides recorded against this template, along with AI-generated recommendations for improving the template based on override patterns. See Template overrides and recommendations for details.

The Overrides tab surfaces the full history of reviewer edits and uses AI analysis to identify recurring patterns and suggest targeted improvements to the template's section instructions.

When the AI identifies a pattern across multiple overrides in the same section, it generates a recommendation card. Each card includes the section name, a priority level (High, Medium, or Low), a descriptive title, and bullet-point guidance for how to revise the section's AI instructions.

Each recommendation card shows the number of related overrides and the template version it applies to. Two actions are available:

To trigger a fresh analysis of accumulated overrides, select Analyze overrides. Analysis runs on demand each time you select it, and only evaluates overrides on summaries that have reached a terminal state (Approved or Rejected).

The table lists each individual override record.

Each row is expandable. Expanding a row reveals additional detail about the override, including the Feedback for the agent text the reviewer entered when submitting it.

When a recommendation from the Overrides tab has been applied to the template editor, an inline AI suggestion panel appears on the relevant section. The panel shows the suggestion priority, a title, and the recommended changes to the section's instructions.

Select Apply to accept the suggestion and update the section instructions, or Dismiss to discard it.