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What’s the Difference Between Prompts, Notes, and Templates 

Echo-Health.ai offers three tools to support flexible, compliant clinical documentation: Prompts – Free-text instructions clinicians use to guide the AI Notes – Structured outputs generated based on best-practice formats Templates – Document formats for communication, including referral letters and care plans

🧾 What’s the Difference Between Prompts, Notes, and Templates in Echo-Health.ai?

Echo-Health.ai offers three tools to support flexible, compliant clinical documentation:

  • Prompts – Free-text instructions clinicians use to guide the AI

  • Notes – Structured outputs generated based on best-practice formats

  • Templates – Document formats for communication, including referral letters and care plans


🧩 Comparison Table

Feature Prompts Notes Templates
What is it? Free-form clinician-written instructions to guide the AI Structured clinical documentation auto-generated from the transcript Document layouts (e.g. letters, care plans) used to create Outbox items
Created by Clinician Echo-Health.ai system Clinician or admin
Editable? Yes Yes, once generated Yes
Can be saved? Yes No (auto-generated) Yes
Structure control Full control (e.g. tone, bullet points, format preferences) Follows set format (e.g. SOAP, APSO) Fully customisable
Updates Daily Record? Yes (after review and approval) Yes (auto-generated on consult completion) No
Linked to Outbox/Documents? No No Yes – generates letters or summaries for patients, GPs, and specialists
Best for Customising how a note is written to match personal style Generating compliant, standardised clinical notes Building reusable documents for communication
 

🧠 Key Distinctions

  • Prompts = Ask AI flexibility
    Tailor how the AI writes your note. Use your own clinical shorthand, style, or voice.

  • Notes = Best-practice output
    Automatically created using Echo-Health.ai’s structured formats (e.g. SOAP, APSO, HOPC). These form the clinical record.

  • Templates = Documents for communication
    Used to populate the Outbox with referral letters, summaries, and reports. Templates can be edited and shared as Word or HL7-compatible formats.


🧪 Example Use Case

A GP completes a consultation:

  1. Echo-Health automatically generates a Note using the GP’s preferred format (e.g. SOAP).

  2. The GP applies a Prompt to adjust tone or structure (e.g. “Use bullet points, don’t repeat history”).

  3. A Template is used to generate a referral letter from the note, which is sent via the Outbox.