How to create a specialty template

Step 1 – Go to Settings

1. In the top right corner of the Cora AI home page, click the user icon to access account settings.

Step 2 – Go to Medical Documentation section

1. From the left-side menu, select the "Medical documentation" tab.
2. You will see the available default templates corresponding to your specialty from general settings.

Step 3 – Choose mode: edit existing or create new

1. You can edit an existing default template or create a new one by clicking "Add new template".

Step 4 – Name the template and assign a specialty

1. Enter a custom template name (e.g. "Athletes" for sports physiotherapy).
2. Select a specialty from the dropdown.
3. Confirm the selection.

Step 5 – Configure the template

1. Click the "Configure template" button.
2. Browse the available sections and subsections for customization.
3. Select the elements you need (e.g. palpation examinations, ICF codes).
4. Save the changes.

Step 6 – Return to the template list

1. Use the back arrow to return to the template list.
2. Available actions: edit, rename, duplicate, or delete.

Step 7 – Set the featured template

1. Cora AI defaults to the most recently selected template.
2. To set a priority template, click the three-dot menu next to the template and select "Feature template".

Tips:

• Create separate templates for specific visit types to ensure documentation is always precisely tailored.
• Feature the templates you use most often — Cora AI will suggest them first.