Consultation Template Builder
The Template Builder lets you create reusable consultation templates that pre-populate clinical findings, SNOMED codes, and structured sections when a clinician starts a new consultation.
Getting Started
- Go to Configuration > Consultation Templates
- Click Create Template
- The template builder opens in full-screen mode for maximum editing space
- Save as draft or publish immediately
Each template requires:
- Name -- a descriptive title (e.g. "Menopause Review")
- Category -- Acute, Chronic Review, Preventive, or Mental Health
- SNOMED Concept -- the primary clinical concept for the template
- Episode Type -- New Episode, Review, Flare Up, or End Episode
- Description -- optional notes about when to use this template
Clinical Findings
The Template tab lets you add SNOMED-coded clinical findings that will be pre-populated when the template is used:
- Click Add Finding to search for a SNOMED concept
- Organise findings into collapsible sections
- Use the live preview panel on the right to see how clinicians will see the template
Publishing Workflow
Templates follow a three-stage lifecycle:
- Draft -- visible only in the template list, not available for use in consultations
- Published -- available for clinicians to select when creating a new consultation
- Archived -- hidden from the template picker but retained for reference
You can also Clone an existing template to create a variation without starting from scratch.
Practice vs System Templates
The template list has two tabs:
- Practice -- templates created by your organisation, which you can edit
- System -- read-only templates provided by Jump
Using a Template
When creating a new consultation, clinicians can select a published template. The template's clinical findings and sections are pre-populated into the consultation draft, saving time on structured data entry.
Tip: Use the live preview while building to check the template looks right before publishing.