Repertoire is a clinical writing workspace built around a familiar object: an editable note. Instead of asking you to complete a rigid form and accept whatever it produces, Repertoire places reusable clinical text into the note and lets you revise it normally.
This guide walks through the complete first-use workflow, from opening a blank workspace to copying a finished note.
Repertoire is an early-stage documentation tool. It does not diagnose patients, recommend treatment, or replace clinical judgment. Before real-world use, be sure to obtain approval from your IT department. If you have questions, please contact Repertoire.
1. Get oriented to the workspace
The main workspace has two working areas:
- Templates contains generated problem cards and the controls associated with them.
- Note contains the clinical document itself. You can type, paste, format, delete, and reorganize its contents.
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. You can reopen it at any time with Guide in the top toolbar.
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 Browse from the Templates area. 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.
3. Adapt the generated content
After a template is inserted, its linked problem card provides the options that belong to that specific generated block. Choose the findings, plan elements, counseling, or other available language that reflects the encounter.
Each problem card 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 a starting point rather than a completed note. Review for accuracy, remove anything that does not apply, and add the patient-specific details needed to support your documentation.
4. Edit the note 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 a generated note is treated as part of the template interaction, so the surrounding block can remain linked to its controls.
5. Add another problem
Continue writing below the first problem. You can type another recognized diagnosis on its own line or return to Browse and insert another template.
For a multi-problem note, a useful rhythm is:
- Insert a supported problem.
- Make its template selections.
- Review and personalize its wording.
- 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. Control what gets copied
The Names included / Names hidden setting controls whether generated diagnosis and template headings appear in copied plain text. It does not remove the headings from the visible note.
Use Copy note when the document is ready to move into its destination. If Auto-copy is enabled, Repertoire updates the clipboard as the note changes. Clipboard access depends on browser permission and should be used only on an appropriate device.
Before pasting elsewhere, review the complete note for:
- Incorrect or inapplicable generated statements
- Unresolved placeholders
- Duplicate sections
- Missing patient-specific context
- Formatting changes introduced by the destination system
7. Start the next patient safely
Use New patient to clear the current note and active problem cards, then restore the selected starting note. 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.
Do not use the browser’s reload button as a substitute for New patient. The note text may persist across a reload, while the temporary problem cards and their linked controls are not reconstructed.
A reliable first-session checklist
For your first few sessions, use this short checklist:
- Open Browse and confirm that the needed template exists.
- Insert the template and make its selections before rewriting it.
- Personalize the note and verify every generated statement.
- Decide whether copied output should include template names.
- Copy and review the result in its destination.
- Use New patient before beginning another encounter.
- 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.