No two clinicians take notes in exactly the same way. Some prefer short summaries, others need more structure or outputs tailored to different appointment types. 

That’s why we’ve introduced custom templates in our ambient scribe.

More control over consultation outputs 

Surgery Intellect, powered by TORTUS, now allows users to create their own consultation note formats using the built-in editor. Starting from existing EMIS and SystmOne-compatible templates, clinicians can adjust outputs to better suit the way they work.

Users can:

  • Add new section headings
  • Add their own instructions for section content
  • Choose between concise or comprehensive outputs
  • Choose paragraph or bullet-point formatting
Comprehensive vs concise style

The result is documentation that feels more aligned to individual workflows while remaining compatible with the integration for the clinical systems. 

Why this matters in practice

Different services and appointment types can have different documentation needs.

A medication review, follow-up appointment or complex consultation may all need a different level of detail, structure or onward communication. Custom templates help support this by giving clinicians a way to shape notes around specific clinical contexts, while still working within the structure expected by their connected EHR. 

This helps teams capture information more consistently, with the right formatting and level of detail to support record-keeping and onward care. 

In practice, that can help teams:

  • Review notes more quickly
  • Create greater consistency in records
  • Reduce time spent reformatting text
  • Produce outputs that better reflect individual working styles

Built for primary care workflows

The editor becomes available once a consultation transcript has been generated and can be accessed directly from the Clinical Note section. To support compatibility with EMIS and SystmOne, Surgery Intellect includes eight standard layouts that act as approved foundations.

8 standard layouts across EMIS and SystmOne

From there, users can either:

  • Create an editable copy of an existing format
  • Build a new version using a standard layout as the starting point

More flexibility, same clinical oversight

Clinicians still review and approve all generated content before anything is added to the patient record. This update simply provides greater flexibility in how information is structured, helping outputs feel more natural and useful in day-to-day practice.

As ambient voice technology becomes more widely adopted across primary care, adaptability will become increasingly important alongside speed and accuracy. With this latest enhancement, Surgery Intellect, powered by TORTUS, gives clinicians more choice in how AI-generated documentation supports their workflow.

Surgery Intellect, powered by TORTUS, supports both face-to-face and telephone consultations, helping practices reduce documentation burden while maintaining clinician oversight. It can also recognise whether a consultation was conducted by phone or in person, helping ensure records more accurately reflect the patient interaction without adding extra steps for clinicians. 

With custom templates, your team can now:

  • Tailor outputs to different workflows and preferences
  • Stay aligned to EMIS and SystmOne requirements
  • Reduce manual editing after consultations
  • Maintain clinician review before sign-off

Start your free trial and explore a more flexible approach to clinical documentation.