Step by step guide

1. Open a new letter

Start by opening a new letter. You can do this from anywhere in the platform by clicking the dictaphone or microphone symbol.

2. Locate the annotations section

On the left hand side of the letter editor, look under My key phrases. You will see an Annotations card.

3. Upload a diagram to annotate

Click the plus icon within the annotations card. You now have two options:

• Upload a document or image from your computer to annotate immediately.

• Use a saved blank annotation template if you have already created one.
  
  

4. Create a reusable blank annotation template

If you regularly annotate the same type of diagram, you can save time by creating a reusable template.

To do this:

1. Open the bottom hidden bar in the editor.

2. Click Templates.

3. Select Annotation templates.
   
   

4. Upload your blank diagram.

5. Give the template a clear and descriptive name.

Once saved, this blank diagram will be available whenever you add a new annotation to a letter.

Creating annotation only records without letter text

In some cases, you may want to create an annotated diagram without any accompanying letter text. This is useful when you want the timeline to clearly show that the entry is purely an image based clinical record.

To do this, we recommend:

1. Creating a blank body letter template.

2. Naming it something clear, for example
   “Annotation of lower limb vein map” or “Annotation of surgical site”.

3. Selecting this template when creating a new letter.

This ensures that when viewing the patient timeline, it is immediately obvious that the entry contains only an annotated diagram.

Best practice tips

• Use clear and consistent naming for annotation templates so they are easy to find.

• Reuse blank templates for common diagrams to maintain consistency across records.

• Consider creating separate templates for different anatomical areas or imaging types.

This approach allows annotated diagrams to be captured cleanly, reused efficiently, and reviewed clearly within the patient record.