Creating a Summary Template
- Go to Clinic Settings from the top navigation, click Templates in the left sidebar, then open the form you want to add a summary to
- Click the Summary tab
- Click Create Summary Template
- You're now in Build mode where you can compose your summary
Adding Content to Your Template
Click the + icon in the toolbar or type / to access:
- Variables: Select fields from your form to pull in patient responses directly
- AI blocks: Write instructions telling the AI how to process and summarize information
Writing Effective AI Prompts
When creating AI blocks, follow these tips for the best results:
- Be specific about what the section should include and which data to summarize (e.g., "past surgical history with dates and locations")
- Specify the format you want (paragraphs, bullet points, numbered list, table)
- State what to exclude (e.g., "don't include recommendations, only surface facts")
- Keep instructions clear. The more precise you are, the better the output
Renaming Templates
Click the three-dot menu next to the template title to rename it. Click Save All to save your form and all summary templates.
Note: If you see errors while editing, it's usually a naming issue, such as a variable that references a form field that no longer exists or a misspelled field name. Error details appear in the preview panel or below the editor. Reach out to your Thrive contact if you need help troubleshooting.