Repertoire is a clinical template-management workspace built around a familiar object: an editable writing surface. Instead of asking you to search a document containing hundreds of dot phrases or complete a rigid form, Repertoire helps you find, assemble, and adapt reusable clinical text.

This guide walks through the complete first-use workflow, from opening the workspace to copying reusable template text into an approved EMR.

Repertoire is not an EMR. Do not enter PHI, patient-specific information, or any HHS Safe Harbor identifier. Use only patient-independent template content, add encounter details in your approved EMR, and obtain appropriate IT approval before use. Read the data security and HIPAA guide, or contact Repertoire.

1. Get oriented to the workspace

The main workspace has two working areas:

  • Templates contains active template panels and their linked controls.
  • Note is a temporary, session-only writing space for arranging reusable template content. You can type, format, delete, and reorganize non-patient-specific text.

On a larger screen, the two areas appear beside each other. On a smaller screen, use the Templates and Note controls to move between them.

If this is your first visit, Repertoire opens a short getting-started guide. After accepting the no-PHI agreement, choose a maintained starting library. Pediatrics library is the broad recommended starting point. Expanded pediatrics library adds structured Templates and shared Building Blocks to that broad collection. Minimal demonstration library contains Well Child Check, ADHD follow-up, Acute Otitis Media, and a focused set of Building Blocks so you can learn the main workflows without browsing a large catalog.

This selection is a starting point, not a permanent account type. You can customize every item and carry that work in a workspace export. Repertoire announces brand-new items from a later version of the selected library and waits for you to add them. Open Menu → Note Settings → Starting library if you later need to export and reset to a different baseline. You can repeat the short interactive introduction at any time with Menu → Quick Start.

2. Add your first clinical template

There are two useful ways to add a built-in template.

Type a recognized diagnosis

In the note, place a supported diagnosis title or recognition alias on its own line. For example, a canonical diagnosis name such as Acute Otitis Media can trigger the corresponding template after a brief pause.

Recognition is deliberately conservative:

  • The title or alias must occupy the complete line.
  • Capitalization and trailing punctuation do not matter.
  • Ambiguous phrases are left as typed.
  • Matching happens in the browser and does not call a language model.

When Repertoire finds a confident match, it replaces the line with the template’s default content and opens the linked controls in the Templates area.

Browse the template library

If you do not know the exact title or want to see what is available, open Menu → Browse Templates. Search by diagnosis title, category, or recognition alias, select a result, review its options, and insert it into the note.

Browsing is usually the easiest way to learn the library. Typing a diagnosis becomes faster once you know which templates and aliases you use regularly.

Pin templates you use frequently with the pin control beside a Browse result. Favorites appear as quick-start buttons in the empty Templates workspace, so a common starting problem can be inserted without searching.

Add common visit details and reusable wording

Building Blocks hold patient-independent wording and choices that can stand alone or be shared across Templates. Open the library from Menu → Browse Building Blocks. Favorite statements and narratives appear in a separate Standalone content group; favorite choices appear as one-click options.

For a fuller decision framework, read Building Block or Clinical Template? How the Pieces Fit Together.

The same writing gesture used for Templates also works for predictable Building Blocks. Type the exact name or recognition alias of a statement or narrative, such as General supportive care or supportive care, on its own line and pause. A Building Block with choices expands only when its editor has a saved default. Template recognition takes priority, and conflicting phrases, non-defaulted choices, or names inside a longer sentence remain as typed.

Use . followed by part of a Building Block or option name when you want to choose explicitly. Inline choices remain selectable in the note and synchronized with their matching Common visit details buttons. The Building Block editor supports bold, italic, strikethrough, clinical highlight, and line breaks throughout standalone wording and choice content.

Use a Repertoire Line

Write a short line of patient-independent clinical shorthand in the normal writing space, leave the cursor on it, and select . If the cursor is on an empty line, uses the nearest preceding ordinary line. tolerates ordinary punctuation and small unambiguous spelling mistakes while resolving only Templates, choices, and Building Blocks already maintained in your repertoire. A compact result bar shows what resolved, remained ambiguous, or remained unresolved. Help appears to the left of Undo after the Repertoire Line is used, and the details control on the right explains the result.

You can also type /r immediately after the shorthand or by itself on the following line, select generic note text and choose Resolve from the top of the right-click menu, or press ⌘+Enter on macOS or Ctrl+Enter on Windows and Linux while the cursor is on the line.

Use semicolons to separate items and a colon to attach explicit choices, such as AOM: Augmentin; mother historian; Spanish interpreter: Susan. The interpreter Building Block has a declared Name/ID slot, so bounded forms such as S: Susan, HC: Susan, V: Susan, and French Susan can fill it without making the rest of the line free-form. Resolve the line, inspect the result with the details control in the resolved-results bar, and keep or undo it. Ambiguous wording offers maintained choices instead of guessing, and Undo reverses the complete action. Read How to Use the Repertoire Line for examples including safe shorthand, suppression, and changing an active choice.

For encounter-specific wording that is not a maintained choice, use # to add it directly to the nearest Template—for example, rash #Location: trunk, itching for 3 days. This avoids entering prose into intermediate fields before copying the note. The complete Repertoire Line guide explains maintained choices, bounded Building Block slots, shorthand, literal additions, safety rules, and result states.

By default, the line is kept unchanged above the resolved Templates and Building Blocks. If you want to use shorthand such as ear infection rocephin only for resolution, open Note Settings and turn off Keep Repertoire Line in note. Resolved details remain available from the details control, but the submitted line will not be added to the note.

Review the working library

Open Menu → Library Review to move through the current working Templates and Building Blocks. Library Review shows exact output, linked shared wording, contextual no-PHI notes, and Approved, Needs work, or Re-review required states. A later change to reviewed wording, defaults, aliases, or linked content automatically requests re-review instead of leaving an outdated approval attached to a changed item.

Use Menu → Library Health to see the same work as a release-oriented dashboard. Non-empty status cards open the matching filtered Review queue, and actionable findings open the representative Template or Building Block directly. Approval & Backup records a human decision against the exact library fingerprint and downloads a local Markdown checklist after a no-PHI confirmation; it also houses the separate workspace import and export controls. The report summarizes review evidence; it does not replace clinical, privacy, or organizational approval.

For a focused first-review sequence, see How to Review Your Repertoire Library: Health, Templates, and Approval.

For a synthetic walkthrough before working independently, open Menu → Advanced Features. Its seven steps use only built-in examples and show an expected result beside each action. You can minimize the tutorial, continue using the workspace, and resume where you left off. Finishing clears the tutorial note without changing the saved library.

3. Adapt the generated content

After a template is inserted, its active template panel provides the options that belong to that specific generated block. Use non-patient-specific test selections to understand how findings, plan elements, counseling, or other reusable language fit together.

Each active template panel is independent. If a note contains more than one generated problem, changing the controls for one problem does not update the others.

Treat every generated line as reusable template language rather than a completed patient note. Review the structure and wording in Repertoire, then add and verify patient-specific details only after the content is in your approved EMR.

4. Edit the template in your own words

You can revise generated content with the same editor used for ordinary text. The editor supports headings, bold and italic text, clinical highlighting, lists, block quotes, undo and redo, and clear formatting.

Repertoire distinguishes between generated content it still manages and content you have taken ownership of:

  • An untouched generated block can continue responding to its linked template controls.
  • The first manual edit marks that block as clinician-owned.
  • Once a block is clinician-owned, subsequent option changes cannot rewrite, merge, or remove it.

This boundary is meant to keep a late click from silently replacing wording you have already tailored. If you want the template controls to continue updating a block, make your selections before manually rewriting it.

Structured inline choices are an exception: choosing one of the options presented inside generated content is treated as part of the template interaction, so the surrounding block can remain linked to its controls.

Capture an idea without finishing the template

Select generic reusable wording in the note and right-click it, then choose Save to notepad. Open Menu → Notepad to edit the timestamped entry, delete it, or turn it into a new template. Notepad entries are stored in the browser and included in workspace exports, so the no-PHI rule applies just as strictly there as it does to templates and starting notes.

Template Studio can also show the notepad from its note-shaped icon. When an idea is ready, choose Turn into template, finish the template’s name and sections, and save it.

Add a private reminder to a template

In Template Studio, choose Reminder section only when a template needs a personal prompt. Set the reminder to normal, medium, or high prominence. The reminder appears below that template’s selectable controls but is deliberately excluded from generated and copied clinical text.

5. Add another problem

Continue writing below the first problem. You can type another recognized diagnosis on its own line or open Menu → Browse Templates and insert another Template. If you pinned favorites, their quick-start buttons remain available in the Add another favorite tray below the final active template panel; selecting one adds it as the next problem.

For a multi-template composition, a useful rhythm is:

  1. Insert a supported problem.
  2. Make its template selections.
  3. Review and personalize its wording.
  4. Move to the next problem.

That sequence minimizes the chance that you manually edit a block and then expect its controls to continue changing it.

6. Move the reusable structure into the EMR

The Template headings on / Template headings off setting controls whether generated diagnosis and template headings appear in copied output. It does not remove the headings from the visible note.

Open Note Settings to control the number of blank lines between generated problems. A value of 0 puts the next problem on the next line, 1 leaves one blank line, and higher values leave that many blank lines. The setting is applied to both plain-text and rich clipboard output. The same dialog contains Keep Repertoire Line in note.

Use Copy note when the generic template structure is ready to move into your organization-approved EMR. If Auto-copy note is enabled in Menu → Note Settings, Repertoire updates the clipboard as the writing space changes. Clipboard access depends on browser permission and should be used only with organizational approval.

Before copying, confirm that the Repertoire writing space contains no PHI. After pasting into the EMR, review the completed patient note there for:

  • Incorrect or inapplicable generated statements
  • Unresolved placeholders
  • Duplicate sections
  • Missing or incorrect patient-specific context
  • Formatting changes introduced by the destination system

7. Reset the session safely

Use Reset to clear the active writing space and template controls, then restore the selected starting template. Your reusable templates, customizations, and starting-note presets remain available.

The confirmation dialog exists to prevent an accidental reset. It can be skipped permanently, but leaving it enabled is useful while you are learning the workflow.

Reloading the browser also clears the active writing space and restores the selected starting template. The live text and temporary template controls are not reconstructed. Reusable templates, starting-note presets, and preferences remain available.

The active writing space is never written to browser local storage or included in a workspace export. This reinforces the intended no-PHI workflow, but it does not replace IT approval or make Repertoire appropriate for patient information.

A reliable first-session checklist

For your first few sessions, use this short checklist:

  • Open Menu → Browse Templates and confirm that the needed Template exists.
  • Pin frequently used templates and verify their quick-start buttons appear.
  • Favorite common visit details and verify both exact-name and dot-phrase insertion.
  • Open Library Review and confirm the current working Templates have an appropriate review state.
  • Insert the template and make its selections before rewriting it.
  • Verify the reusable wording without adding patient details.
  • Decide whether copied output should include Template headings and the submitted Repertoire Line, and choose the spacing between problems.
  • Copy the reusable structure into the approved EMR, then add and review patient-specific details there.
  • Use Reset before beginning another generic template session.
  • Export a workspace backup after making meaningful customizations.

Once this basic rhythm feels natural, the next step is to customize and reuse clinical note templates so the workspace reflects your own documentation patterns.