Note templates with blocks, and a draft Ona rewrites with you

New

Templates built from blocks

The template is the note

A note template used to be a form about a note. Now it is the note: a full-screen canvas laid out exactly as it will print, with the template's own settings tucked into a card on the left.

Whatever you type prints as you typed it. Wrap a phrase in brackets — [what to write] — and Ona fills that line, and only that line.

The Edit note template dialog open full-screen on an Office Visit (SOAP) template, with the settings card on the left and the SOAP document on the right, its bracketed fields picked out in coral — The document on the canvas, the template's settings in the card.

When a line isn't enough, add a block

Type / where you are writing, or use the + in the gutter. Blocks cover the things prose can't hold neatly: a paragraph Ona writes, a labelled answer, a question with options, a scale, a checkbox.

Clicking the plus handle in the gutter of the Plan section and choosing Single choice from the block list, which drops an empty question card into the template with an Ona fills this toggle — Pick a block; it lands where you were writing.

Every block has a switch for who fills it — Ona or the clinician — and room for a private instruction that steers the fill without ever appearing in the note. It's how you tell Ona to leave a line out when it wasn't discussed, or to tick a box only if consent was said out loud.

A Demographics section of the template showing a Name field with an Ona writes here placeholder and the instruction patient's name, and a Gender question with Male, Female and Other options — Each block says who writes it, and what it should say.

Also in templates

See it before you use it. The Example tab writes a complete sample note from the template, so you can catch a field that reads ambiguously before a clinician meets it.
34 templates in the library, reorganised into nine specialties, each showing where it came from.
One canvas for three builders. Note, form and consent templates now work the same way — learning one teaches the others.

New

A draft you write with Ona

The draft is that same document

Open a generated note and you get the template's shape back, with real controls where the template asked a question. What Ona wrote sits under a light dashed underline that vanishes the moment you edit it, so you can always tell your words from its.

A patient chart with the note panel open on a draft Office Visit (SOAP) note, Ona's text under dashed underlines, and Save as draft and Sign in the footer — The draft, in the shape the template gave it.

Nothing Ona writes lands without your say-so

This is the change that matters most. Ask Ona for anything inside a draft and it comes back as a suggestion — shown in place, with a line saying what it changed, and Keep or Discard next to it. Read it, then decide. Nothing reaches the record until you save.

Regenerate, Polish, Clear

Three things to ask of any field, any card, or any sentence you select. Regenerate writes it afresh from the record. Polish keeps what it says — your edits included — and tightens it. Clear hands the line back to you.

A filled field in the note opened to a small menu offering Regenerate, Polish and Clear — The same three verbs, wherever you are in the note.

Write around what the template gave you

The template sets the shape; the visit decides what actually needs saying. Add your own text between any two blocks or at the end of the note, and delete anything this visit has no use for.

The lower half of a draft note showing answer cards for Name, Gender and Date of Birth each marked with a sparkle, above a Start typing line at the end of the note — Answer cards with real controls, and room to keep writing.

Also in notes

Signing checks for gaps. Sign a draft with fields still open and Ona names them first, so you can finish them or sign as it stands.
A draft never loses a line. A field Ona couldn't fill stays visible rather than quietly vanishing; it's dropped only when you sign.
Amendments work the same way, with the same blocks and the same actions.

New

Screening before booking

Ask before the calendar appears

A service can now ask a few questions before anyone picks a time. Turn on Screening in the service editor, choose a form, and say what qualifies someone to book: simply completing it, or reaching a score you set. A PHQ-9 above a threshold, a safety question answered the right way — whatever the visit needs.

Patients answer it as a step in booking, before the calendar appears, and their answers arrive on the visit as a completed form. Nobody fills the same questionnaire twice.

The Screening tab of the Initial Outpatient Psychiatric Evaluation service, with Screen patients before they book switched on, PHQ-9 Depression Screening chosen as the screening form, They reach a score selected, and the threshold set to at least 5 out of 27 — Choose the form, then what qualifies someone to book.

The patient booking page on step 2 of 4, Screening, showing A few quick questions with PHQ-9 items and a progress counter, and a booking summary noting that answers are checked before you pick a time — For the patient, a step before the calendar.