How to request changes to your summary template

When might I need a change to my summary template?

You may want to update your summary template if:

You need different information: Your team needs additional details or specific information captured in the summary.
You want to change the format: You would prefer information presented as bullet points, shorter sections or more detailed narrative.
Your processes have changed: Your organisation has introduced a new service, changed its procedures or updated its case note requirements.
You want to improve the output: Your summaries include unnecessary information, miss key details or need a clearer structure.

For example, you may want financial information presented as concise bullet points while keeping a client's personal circumstances in a narrative format.

How do I request a change?

Before contacting Wyser, we recommend discussing the proposed changes within your organisation. This helps ensure that any updates meet your team's needs and that everyone agrees on the requirements.

Start by speaking to your ASSIST Champion. They can help you review your current summaries, explore the available options and agree which changes would be most useful.

Once you've agreed on the changes internally, contact your Wyser Account Lead to discuss your requirements.

To help us understand what you need, please prepare the following information:

Which summary template needs changing? Tell us the name of the template and which team or service uses it.
What would you like to change? Explain which sections need adding, removing or revising.
Why is the change needed? Tell us what your team needs to capture and how the current summary falls short.
What should the output look like? If possible, provide an example of your preferred format or a redacted example of an existing case note.

Please remove any personal or confidential client information from examples before sharing them with us.

The more detail you can provide, the easier it is for us to understand your requirements and discuss suitable changes.

What happens next?

The Wyser team will review your request and discuss the proposed changes with you. We may ask follow-up questions or request examples to clarify your requirements.

Once we understand what you need, we will confirm the next steps. Depending on the changes requested, we may need to review the template structure, update its instructions and test the resulting summaries.

We will let you know when the changes are ready for you to review, where applicable.

Can I request changes at any time?

Yes. You can request changes to your summary templates throughout your Wyser ASSIST subscription as your organisation's needs evolve.

We recommend reviewing your templates regularly, particularly when your organisation changes its services, case recording requirements or internal procedures.

Before submitting a request, speak to your ASSIST Champion to discuss what needs to change, explore the available options and agree the proposed updates within your organisation. This helps ensure that requests are well considered and reflect your team's requirements.

Once you've agreed on the changes, contact your Wyser Account Lead to discuss the next steps.

Need help with your summary template?

Contact your Wyser Account Lead or email support@wyser.online