Clivora is tailored to your work with three building blocks that fit inside one another. A template is the skeleton of the report and consists of sections. Every section has a section type that determines how the system treats the section's text. And snippets can be attached to the sections: frequently used, pre-written pieces of text (e.g. a Helicobacter eradication regimen) that are added to the report only when the recording calls for them. The system comes with ready-made templates and snippets, but these can be modified and saved to your user account.
A template is made up of sections (e.g. History, Status, Impression); the report is produced in the same structure, under the same section headings.
You edit a template on the Template content tab of the settings: add sections there (Add Section) and change their order and content.
Each section has its own content and type, and snippets can be attached to each section separately (see below).
The section type decides what the text written into a section means:
Structural — the section content is a pattern or skeleton: it describes what to write and in what form (e.g. “Medications:” or “CAVE:” lines). The system fills it from the recording; if the recording contains nothing for the section, the section is left out of the report. Typical uses: history, complaints, impression.
Negative finding section — the section content is the finished, default (negative) report text itself. It goes into the report word-for-word; the system rewrites only the part affected by a positive finding or a meaningful difference in the recording, and every other sentence (normal values, negative findings) stays unchanged. The section appears in the report even when the recording does not touch it. Typical uses: physical status, a normal ultrasound or endoscopy description.
When you create a template (New personal template or Create personal copy), the Template Mode choice sets the default type of sections added later (Structural or Negative finding sections). Afterwards, any section's type can be changed individually under Section mode in the section editor, so types can be mixed within one template (e.g. a structural history and a negative status). In the template list, the Negative badge shows that every section is a negative finding section, and Mixed that only some are.
In Remote reporting mode, the finished report highlights where a negative finding section differs from the template text and shows the left-out template text struck through, so you can see at a glance what the system changed.
A snippet is a pre-written, frequently recurring piece of text (e.g. a medication regimen or a treatment protocol). Snippets always belong to a particular section: in the section editor's Associated Snippets area, use Add Snippet to choose an existing one, or create a new one (Create New Snippet) that is attached to that section straight away.
A snippet is not added to every report. When the session stops, the system decides from the recording whether it is needed in this case; by default it is left out. If it is added, it goes into its own section. The snippet's wording is the starting point, not fixed text: when the recording indicates something different (e.g. another dose, another product or additional details), the system adapts the text accordingly.
Give each snippet the title you would use when speaking about it (e.g. “Helicobacter eradication”). If the title, or a natural spoken variant of it, is said in the recording, the system treats it as an explicit request and inserts the snippet; mere topical similarity or a mention of a past treatment is not enough. Because the system makes this decision, always check in the finished report that the snippets you need are there that none was added unnecessarily, and that the inserted snippets were adapted correctly to the recording.
Both put pre-written text into the report, and the system can adapt both to the recording, so they are easy to confuse. The essential difference: a negative finding section is always included in the report and changes only where the recording captures a difference; a snippet is included only when it is needed in that case.
Negative finding section | Snippet | |
|---|---|---|
What is it? | A section type: the full text of the section | A separate text block attached to a section |
Included in the report? | Always, even when the recording does not touch it | Only when the recording calls for it; left out by default |
Can its text change? | Yes: the part affected by a positive finding or meaningful difference is rewritten, the rest stays word-for-word | Yes: the snippet text is the starting point, but the system adapts it when the recording indicates (e.g. another dose, extra details) |
Typical example | Normal physical status, negative endoscopy description | Eradication regimen, medication recommendation, routinely given patient information |
Where is it set? | Section editor → Section mode | Section editor → Associated Snippets |
Rule of thumb: text that appears the same way in almost every report and only changes when something differs belongs in a negative finding section. Text that is needed only in certain cases, but then with largely the same content, belongs in a snippet.
To select and edit the right template, first open the settings:
Here you can filter templates by language, specialty, mode of use, institution, EHR system and source (your own templates, system templates, institutional templates):
The filtered list appears below, where you can pick the one you want to use. To modify a template, simply make the desired changes in the editor on the left. System and institutional templates cannot be modified in place: if you edit one, the system offers to save your changes as a personal copy, and the shared original remains unchanged (institutional originals are managed by the institutional administrator):
The system can select the most relevant template from those available based on what is said. For example, in teleradiology use, where the system may hold hundreds of templates, it is far more convenient to use automation than to search the list for the relevant one each time. To do this, select the automatic template selection option:
The settings on the Personal preferences tab belong to your account and apply to every template:
Report Detail Level — concise reports are short documents written more for doctors, while detailed ones are longer and easier for the patient to understand.
Room Conditions — mark whether the room is noisy or has echo.
Report behaviour — Name check before the report (on stop, a popup asks you to confirm medication and protocol names), Auto-stop when the consultation ends, Keep my typed text word-for-word (text you type into a report is not rephrased), and the settings for working with your EHR system, described in the EHR Bridge chapter.
Keep templates concise; overly detailed style cues can be repeated in the output.
Only put text into a negative finding section that you would sign unchanged: it goes into every report unless the recording says otherwise.