AI Note Generation

AI Note generates a complete standalone note that you can copy and paste into your EMR or email to yourself. This is useful when your EMR does not have structured fields, or when you prefer to write the full note yourself and paste it in.

Generating a Note

1. Select a patient in the extension or app.
2. Open the AI Note view (in the iOS app, this is the Write Note action on the patient detail screen; in the extension, it’s the AI Note tab).
3. Choose your discipline (PT, OT, SLP, nursing, etc.) and note type (daily note, progress note, eval, discharge, etc.).
4. Tap Write Note (or Generate in the Chrome/Safari extension).
5. The AI produces a complete note with all relevant sections based on your patient’s eval summary, prior note history, and custom instructions.

Working with Your Note

• Rewrite individual sections by tapping the rewrite button next to any section you want to change.
• Copy the full note, or any single section, to your clipboard with one tap, then paste it into your EMR. Copied text does not include the section labels (no “Subjective:” / “Objective:” headings) so it drops cleanly into a chart field that already provides those.
• Email the note directly from the extension or app. When you email, you can choose Formatted (keeps section labels like “Subjective:” / “Objective:” for readability) or Unformatted (body only, with no headings to delete) so it pastes straight into a chart. The default is Formatted.

Customizing Note Templates

Click the gear icon next to the note type selector to open the template editor. From there you can customize which sections appear in your notes and what instructions the AI follows for each section. See Note Templates for full details.

Tips for Better Notes

• A thorough eval summary gives the AI the clinical context it needs to generate accurate, specific content.
• Add a daily summary before generating to include details from today’s visit. A brief summary still produces a full note — the AI fills from the eval summary and prior visits, describing progress qualitatively (for example, “an increased distance”) rather than inventing specific measurements you didn’t provide. Any numbers you state yourself are used exactly as written.
• Use per-patient custom instructions for patients with unique documentation requirements.
• Review and edit the output. AI-generated notes should always be reviewed for clinical accuracy before submission.