Problem: Documents from the library (evidence) are currently only used for evidence or clinical considerations during the session — not when creating notes/reports from a custom template.

Wish: Be able to reference a document or collection from the library by name in the template (or mark a collection as “include in note generation”) so that the generated note automatically accesses it.

Use: Maintain expertise — e.g. procedure-specific interpretation logic for WISC-V, BASC-3, attention and motivation diagnostics — in ONE place instead of duplicating it into each template or reloading it into the context each case. Result: Consistency across all reports, less manual effort per case, significant time savings with comprehensive diagnostic report reports.

Today's workaround: manually load relevant documents into the “context” per session.