Learn how to generate documents using Templates in the Corti API, which supports structured, AI-generated documentation from transcripts, facts, or other medical data sources.
Overview
Templates in the Corti API define the structure for documents generated by Corti Ensemble and Symphony foundation models. These documents are based on conversational transcripts, finalized facts, or existing medical documentation.
Read more about which endpoints are available for each foundation model here:
Templates:
Are available in multiple languages
Can be customized to your organization
Include defined sections (e.g., SOAP: Subjective, Objective, Assessment, Plan)
Support consistent, clear, and controlled AI-generated medical documentation
Key Features of Templates
One Interaction, Multiple Documents: Generate multiple document types (e.g., SOAP note and Patient Summary) from one interaction.
Customizable Formats: Tailor templates for different medical specialties and document types.
Flexible Workflows: Choose from pre-defined or dynamic templates based on your needs.
Template Management: Use the API to retrieve available templates by language or organization.
Standard Templates
These templates are available by default:
Template Name | Key | Description | Languages |
SOAP Note | corti-soap | Classic SOAP note with Subjective, Objective, Assessment, Plan | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Brief Clinic Note | corti-brief-clinical-note | A brief, one-paragraph document summarizing the encounter and key clinical findings.
Sections included: Brief clinical note. | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
H&P | corti-h-and-p | Classic History and Physical (H&P) note supporting ambient note generation for visits with comprehensive history and examination to be summarized from the conversation. Sections included: Chief Complaint, History of present illness, Past medical and surgical history, Family history, Social history, Medications, Allergies, Review of systems, Physical exam with vitals, Diagnostic results, Assessment, Plan. | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Emergency Note | corti-emergency-note | Comprehensive emergency department (ED) note. Sections included: Allergies, Chief complaint, HPI, Past medical history, Past surgical history, Family history, Social history, Review of systems, vitals, Physical Exam, Diagnostic results, Medical decision making, Assessment and Plan. | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Nursing Note | corti-nursing-note | Brief note summarizing objective observations, actions taken by the nurse, and follow up plan discussed during the visit. Sections included: Objective, Actions, Plan | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Patient Summary | corti-patient-summary | Brief summary of the patient visit with language appropriate for non-medical professional. Sections included: Patient summary | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Epic AVR | corti-epic-avr | Note template used for integration with Epic Ambient Voice Recognition API. Sections included: HPI, Physical Exam, Diagnostic Results, Assessment and Plan. | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Outpatient Visit Note | corti-outpatient-visit-note | Universal outpatient visit note, more detailed than a SOAP note but not as comprehensive as an H&P. Sections included: Reason for visit, HPI, Past Medical History, Family History, Social History, Physical Exam (with vitals), Diagnostic Results, Assessment and Plan. | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
Emergency Response | corti-emergency-response-note | Summary of emergency service response call transcripts that includes the 5Ws: Who, What, Where, When, Weapons involved. Sections included: Emergency situation details | Danish (da), German (de), Swiss German (de-CH), English (en), English UK (en-GB), Spanish (es), French (fr), Swedish (sv) |
✅ Use the templateKey and language codes for these system default templates in your note generation requests, or use the GET /templates request to see all available templates.
Retrieve Available Templates
Use the GET /templates endpoint to retrieve a list of available templates.
To generate a document, you must use a valid templateKey and the template must be available in the desired outputLanguage. To retrieve a list of available templates use the GET /templates request and use ?lang= to filter for available languages. Without any language filtering, the default returned are templates in en.
Example: Retrieve templates in German
GET https://api.{environment}.corti.app/v2/templates/?lang=deUse ?org=your_org_id to see templates specific to your organization.
Generate Documents from Templates
Review & Finalize Data: Review the facts after the live session.
POST Request: Submit a POST to
/interactions/{id}/documentswith finalized facts, templateKey, and outputLanguage.Receive Document: API processes the data and returns the formatted document.
(Optional) Mark Interaction Complete: Use PATCH
/interactions/{id}with"state": "completed".
This sequence diagram refers to using the live, real-time fact generation workflow and generating a document from the final facts list. You can also use the final transcript as input context, see further below for more details.
💡 For more details go to docs.corti.ai
Generate document from facts vs. from transcript
For the typical ambient documentation workflow, summary documentation can be generated either on the basis of facts or the transcript. If your integration is centered around facts, those would typically have been generated automatically during the live stream (source: core) but you might have also created facts to pipe over relevant pre-chart information, e.g. demographics (source: system), or have given the clinician the ability to add and edit live notes (source: user). In the end, you decide which facts to use as the basis to generate a document.
💡For more details go to docs.corti.ai
Advanced document generation workflows
The Corti API also supports, via the /documents endpoint, advanced document generation workflows to cater to more specific needs.
When to Use Dynamic Templates
If it’s difficult to define templates upfront—because your documentation needs vary widely across specialties or encounter types—a flexible approach may work better.
In these cases, Corti can partner with you to predefine a broad set of reusable sections (e.g., around 50). Then, based on the context of the visit, only the relevant subset of sections is used to generate the note.
Example use case:
A dictated clinical note doesn’t require a fixed format, but it should always include standardized sections—like allergies or clinical history—based on the encounter type.
Corti partnered with the customer to pre-define around 50 sections for use in the documentation workflow
Based on the specialty and encounter type, a subset of the pre-defined sections are automatically selected at the time of generating the document.
💡 For more details go to docs.corti.ai
Working with other existing documents
Already have notes, letters, or reports? Some of the use cases Corti has facilitated via the /documents endpoint include:
Summarize content
Extract action items
Match against custom criteria
Let’s look at the payload request in a scenario:
Requesting a New Template
If you need a new template, follow these steps:
Visit the Corti Help Center
Navigate to the Help Center to start your request.
Use the Chat Feature
Contact our support team via the in-app chat feature.
Follow the Prompts
Provide the required details as prompted to request a new documentation template.
Provide Template Details
Specify formatting, language, and structural preferences to ensure the template meets your needs.
Once your request is submitted, our team will process it and provide updates on its status. For further assistance, reach out to Corti Support via Intercom chat icon or [email protected]