Creating ShadowScribe Structured Document Templates

Creating ShadowScribe Document Templates

This article will explain how to create ShadowScribe document templates.  It assumes you have already reviewed the client’s sample documents and have a list of the most common section and/or subsection titles where applicible.

BUILDING YOUR SHADOWSCRIBE DOCUMENT TEMPLATE

To build ShadowScribe Document templates go to Client Maintenance > Advanced Maintenance > ShadowScribe > Rules

On this screen there are two drop downs an “All Document Types” and an “All Users”.  ShadowScribe document templates can be built for all users of a particular document type, or a specific user. 
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When possible, it’s recommended to create a document template that all users will dictate on.  This makes it easier to manage the templates.

Click the “All Document Types” drop down to select a document type for which you will build the template then click the Add/Edit link.
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The screen will refresh and you will see Draft rules on the right and three other tabs.  These tabs are covered in the article Using ShadowScribe Document Template Tabs.

To add a section to the template click on the section drop down.  Notice this drop down contains ALL the titles that were added from the library of section titles referenced in this article: How to Map Client Section Titles to ShadowScribe Section Titles.  Select a title and click the green plus Add button.  This will add a section to the template.
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Continue adding sections in the same manner until all sections have been added.

ADDING SUBSECTIONS

If your document type contains subsections you will use the Add subsection button.  To add a subsection, click the drop down list, select the subsection title and click save.
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The subsection will appear under the main section indented in the template. Continue adding subsections in the same manner until all subsections have been added.  Click the save button to save the subsections to the template.
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To re-order sections or subsections click the green up and down arrow.  Note: It is recommended to put the titles in order of the client's template this makes it easier to manage.  It also is recommended to keep titles optional and only use required sections when absolutely necessary.

EDIT SECTION PROPERTIES

By default titles are optional, in some cases a title may be required to appear in the template regardless if it’s dictated or not.  Another case, the title may have some canned text associated with it that needs to be in the template.  To handle these two cases use the Edit Section Properties button.
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The screen refreshes and to the right you see the Section Options Tab.  At the top you see a description of the document type and section you’re editing.  Below that are three settings. 
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The first setting is Section. This allows you to change the name of the section title.  The next setting is Action.  This controls the recognition behavior of the section when there is canned text within that section.  The options are prepend, if you want the recognized text to appear BEFORE the canned text, append if you want recognized text to appear AFTER the canned text, and replace which will OVERWRITE any canned text in the section.  By default all sections are set to replace. For more detailed information about the Action drop down refer to the article Using ShadowScribe Document Template Section Action Options.

The last setting is Optional.  Uncheck this box to make the section not optional.
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Doing so, displays an editor window where you can add any canned text, if needed.  For more detailed information on adding canned text refer to the article Adding Canned Text to a ShadowScribe Document Template. Add your canned text and hit save. The screen will refresh and the section title will appeaer in red, indictating it is a required section.

If you only want to make the section required, hit the save button. The screen will refresh and the section title will appear in red, indicating it is a required section. 
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To Delete a section and remove it from the template, click the red X.

SPECIAL NOTES

All section and subsection titles will be counted as Qualified Text (QT), if QT is enabled for the client.  Canned text will appear in yellow to the MT/MLS when the job is being typed from scratch.  Drafts with recognized sections and content will display canned text in yellow if the Action setting under Edit Section Properties is set to Append or Prepend.