Consultation Template Builder

Last updated: 28 May 2026

Consultation Template Builder

The Template Builder lets you create reusable consultation templates that pre-populate clinical findings, SNOMED codes, and structured sections when a clinician starts a new consultation.

Getting Started

  1. Go to Configuration > Consultation Templates
  2. Click Create Template
  3. The template builder opens in full-screen mode for maximum editing space
  4. Save as draft or publish immediately

Template Metadata

Each template requires:

  • Name -- a descriptive title (e.g. "Menopause Review")
  • Category -- Acute, Chronic Review, Preventive, or Mental Health
  • SNOMED Concept -- the primary clinical concept for the template
  • Episode Type -- New Episode, Review, Flare Up, or End Episode
  • Description -- optional notes about when to use this template

Clinical Findings

The Template tab lets you add SNOMED-coded clinical findings that will be pre-populated when the template is used:

  1. Click Add Finding to search for a SNOMED concept
  2. Organise findings into collapsible sections
  3. Use the live preview panel on the right to see how clinicians will see the template

Publishing Workflow

Templates follow a three-stage lifecycle:

  1. Draft -- visible only in the template list, not available for use in consultations
  2. Published -- available for clinicians to select when creating a new consultation
  3. Archived -- hidden from the template picker but retained for reference

You can also Clone an existing template to create a variation without starting from scratch.

Practice vs System Templates

The template list has two tabs:

  • Practice -- templates created by your organisation, which you can edit
  • System -- read-only templates provided by Jump

Using a Template

When creating a new consultation, clinicians can select a published template. The template's clinical findings and sections are pre-populated into the consultation draft, saving time on structured data entry.

Tip: Use the live preview while building to check the template looks right before publishing.

Drag-and-Drop Reordering

In card view you can drag findings to reorder them within a section, or drop them into a different section to move them. Drop into Ungrouped to remove a finding's section. Arrow buttons remain for keyboard users. Guidance items behave the same way. Table view is unchanged.

Create with Skip

On the template list page, the Create with Skip action lets Skip draft a complete template for you:

  1. Describe what you want (e.g. "Annual diabetes review")
  2. Skip drafts sections, findings, and guidance prompts
  3. The builder opens pre-populated with the draft
  4. Review, edit, and Save — nothing is written to your practice templates until you save

Drafts are held in memory for five minutes; refreshing discards them.

Guidance Text Items

Guidance items are read-only prompts you can add inline to remind yourself what to ask or examine during a consultation. They never persist to the clinical record.

Two styles are available:

  • Subtitle — bold, compact
  • Paragraph — italic, longer-form

First-Class Free-Text Fields

The Add Field menu now shows four item types:

Type Use for
Clinical finding SNOMED-coded findings
Measurement Numeric observations
Free text Narrative fields without a SNOMED code
Guidance Read-only prompts

This replaces the buried "Add custom field without SNOMED code" link.

New System Templates

Two system templates have been added alongside Menopause Review:

  • Minor Surgery — pre-procedure checks, indication, WHO safety checks, procedure detail, outcome, and post-procedure plan with histology follow-up prompts
  • TRT Review — symptom review, side effects, treatment details, blood monitoring prompts, management decision, safety governance, and plan

SNOMED concept is optional

The SNOMED concept on a template field is optional. You can leave it blank for narrative-only sections, or for fields where the right SNOMED concept hasn't been agreed yet — the template will still save and publish.

Broken visibility rules block publishing

If a field has visibility rules that point at another field that has since been deleted or renamed, publishing the template will fail with a clear error pointing at the broken reference. Open the offending field in the editor, fix or remove the rule, and re-publish.

This prevents templates from publishing in a state where a section would silently fail to render in a consultation.

Routing Free-Text Answers to a Heading

When you add a free-text field, expand the advanced section to set:

  • Consultation heading — which heading the answer appears under in the consultation note (History, Examination, Plan, Comment, etc.). Pick the heading the question really belongs to so the note reads clearly.
  • Render in note as — Question and answer (default) keeps the label alongside the answer (e.g. "What did you have for breakfast?: Eggs"). Answer only renders just the answer — use this when the heading itself implies the question (e.g. "Presenting complaint: Headache for 3 days").

Older templates without these settings will default to Question and answer under History. Editing the template lets you set them explicitly per field.