A dynamic Building Block keeps a reusable choice and the fill-ins used by that choice together. It is useful when the sentence structure stays stable but details such as the current medication, a new medication, or the selected action change from visit to visit.

Repertoire also includes built-in Dynamic variables for values the app can resolve transparently, such as the full date, day of the week, or a calendar date calculated from a selected follow-up interval. Dynamic variables use the device’s local date at insertion time and then remain unchanged in the note. They can be linked into custom Templates, but their calculation rules are not user-editable.

Built-in medication names and plan language are examples, not clinical recommendations. Formally review and approve every Template and Building Block before use. Keep patient-specific information and PHI out of Repertoire, and complete encounter-specific documentation only in your approved EMR.

See the ADHD example

Open the workspace and insert ADHD, follow-up by typing ADHD on its own line or selecting the Template from Menu → Browse Templates.

The linked ADHD medication plan Building Block contains two fill-ins:

  • Current medication
  • New or added medication

The second fill-in reuses the first fill-in’s maintained medication list. Both also allow a custom typed answer when the medication is not listed.

Choose Concerta as the current medication, Vyvanse as the new medication, and Switch from current medication to a new medication as the plan. The generated first line becomes:

August 2026: Plan to change from Concerta to Vyvanse

The date, medication names, and plan update immediately in the note. The complete plan remains visible even when it wraps to another line.

If No medication change planned at this time is selected, medication fill-ins stay out of the way. Selecting a plan that needs a current or new medication reveals only the relevant fields.

Understand what is being reused

The Template and Building Block have different jobs:

  • ADHD, follow-up owns the broader workflow: interval status, symptom tracking, side effects, referrals, follow-up, and required organizational wording.
  • ADHD medication plan owns the medication list, relevant fill-ins, plan choices, and generated sentences.

Because the Building Block is linked, updating its medication list or sentence recipe updates future uses of every linked Template. Wording already inserted into a note remains a snapshot and does not change.

Dynamic Building Blocks require a Template context. They are not shown as one-click standalone note snippets because their output depends on Template selections and fill-in values.

Create your own dynamic Building Block

Suppose you want a personal headache rescue medication plan that is different from the built-in migraine plan.

  1. Open Menu → Browse Building Blocks.
  2. Choose Create building block.
  3. Enter a distinct, clear name, such as Personal headache rescue plan. Repertoire will flag a name or alias that conflicts with something already in the library.
  4. Change Type to Dynamic choice.
  5. Name the first fill-in Current migraine medication.
  6. Add patient-independent suggested answers separated by commas, or leave the list empty and allow a custom typed answer.
  7. Choose Add fill-in and name the second field New or added migraine medication.
  8. Under Reuse choices from, select Current migraine medication so both fields share one maintained list.

Use When to show this fill-in when a field applies only to certain plans. For example, the current medication can appear for continue, increase, decrease, switch, and stop choices. The new medication can appear only for start, add, and switch choices.

Build a generated sentence

Each plan choice has two parts:

  • Choice text is the label the user selects, such as Switch medications.
  • Generated sentence is the wording placed in the note.

For a switch plan:

  1. Enter Plan to change from in the first sentence field.
  2. Add Current migraine medication to the sentence.
  3. Enter to in the next sentence field.
  4. Add New or added migraine medication.
  5. Add any final patient-independent wording.

The live preview uses bracketed labels so you can verify spacing before saving:

Plan to change from [Current migraine medication] to [New or added migraine medication]

Add other choices such as continue, start, increase, decrease, add, and stop only when they belong in the intended workflow. Keep the default conservative. Turn on Use as the first line when the plan should appear directly below the Template heading, beside a dated or monthly update.

Link the block to a Template

After saving the Building Block:

  1. Open an existing Template in Template Studio, or choose New template.
  2. Select Browse Building Blocks.
  3. Search for the dynamic Building Block.
  4. Choose Link Building Block.
  5. Keep condition-specific monitoring, testing, counseling, and follow-up in separate Template sections.
  6. Save the Template.

When the Template is inserted, its controls receive the Building Block’s fill-ins and plan choices. If one Template needs different medication wording, duplicate the Building Block or save the linked content separately instead of changing a shared block unexpectedly.

Test and review the result

Before approval, exercise every path that changes the sentence:

  1. Confirm the default does not ask for unnecessary fill-ins.
  2. Test preset and custom medication answers.
  3. Test start, continue, increase, decrease, add, switch, and stop choices that you included.
  4. Read the finished note on the right, including wrapped lines and punctuation.
  5. Open Library Review and review both the Building Block and every linked Template.
  6. Complete the clinical, organizational, privacy, security, legal, and IT approval process required for your setting.
  7. Export a workspace backup after approval.

Next, review when to use a Building Block instead of a Template, learn how to customize Templates, or open the Repertoire workspace.