How to Customize My Notes?

There are three ways you can customize your note structure, style and language in Web Portal.

1. Adjust Preferences Settings

2. Use Template

3. Smart Edit and AI Learning 

1. Common Preferences Settings:

Under "Personalization", we have a wide range of options:

Note Style:

• Content length: Concise vs Detailed vs Highly Detailed
• Content Style: Narrative vs Point-form vs Hybrid
• Assessment and Plan: Organized by problem vs section
• HPI: Organized by problem vs chronological vs multiple notes
• Note format: comprehensive vs simple SOAP
• Encounter duration: Toggle on to show encounter timestamps & duration
• Remove subsections: i.e. hide ROS
• Reorder note sections

Read more in our "Change Note Style" article.

Note Settings:

• Note Format: SOAP vs DAP vs By Specialty
• Patient handout: Auto-generate vs select when needed
• Consult/Referral Letter: Auto-generate vs select when needed
• ICD Code: ICD-9 vs ICD-10 vs By Country vs Hide
• Differential Diagnosis: Show vs Hide
• Note output Language: English (default) vs French vs Spanish
• Dictation Style: Verbatim vs Structured

Copy Formatting:

• Allow copying/editing in subsections
• Show/hide headers or subheader

Read more in Personalization Settings

2. Customization through Templates: 

1. Start with “Community Templates”: These are specially designed for various specialties and specific types of encounters.

2. Create Your Own: You can also create personalized templates or upload sample notes. The AI will automatically de-identify and remove any personal information to create a general template. See more in How to Customize and Use Templates With Template Pro.

3. Train AI through Smart Edit: 

1. Provide specific feedback/instructions and regenerate the note instantly

2. Save as "Custom Instruction" and choose to "apply to all future notes" to expedite AI learning

Read more in Smart Edit