Best Practices

Start With Templates, Then Specialize

Start from the Template Library or create a Simple Note by copying and pasting the template from your PMS. Once stable, convert key sections to structured, labeled areas for consistency.

Guide AI With Micro‑Prompts and Defaults

For structured notes, add brief descriptions, default values, and option lists to minimize ambiguity and expedite the review and editing process.

Use Categories and Display Rules

Group templates by provider or visit type. Mark a small set as “Display on every visit” to reduce clicks.

Split Long Sessions

If a conversation spans multiple topics or patients, use Split session and regenerate to keep notes focused.

Review Before Saving To PMS

Use Copy or Save to PMS only after a quick read‑through. For structured notes, confirm highlighted defaults and lists.

Mobile and Desktop Handoff

Capture on iOS if convenient, review, and export on the desktop.

Multiple Notes per Visit

Use the + button to create separate notes for the same visit, such as clinical, referral, or patient instructions. Keep each note focused and regenerate only the one you’re editing.

Always Show Template

Pin your go‑to templates so they appear on every new visit. This reduces clicks and keeps providers aligned on the same starting point.