📚 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.
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