AI Chat Assistant

The AI Chat assistant is a conversational interface built into the extension. You can ask questions, get documentation help, and generate notes through a back-and-forth conversation.

How to Use AI Chat

1. In the extension, click the ? icon at the top right and choose Chat with AI. You can also click Chat with Buddy on a generated note or after a fill to work on that note.
2. Type your question or request and press send.

You can ask about any of your patients by name (for example, “What did I write for Craig last visit?”) and the assistant pulls up that patient’s eval summary and note history on its own. You do not need to open or select a patient first. The assistant refers to patients by name only.

What You Can Do with AI Chat

• Ask clinical documentation questions. For example, “How should I document a plateau in progress?” or “What functional goals would be appropriate for this patient?”
• Generate notes conversationally. Describe the visit in your own words and ask the AI to turn it into a SOAP note or specific sections.
• Refine output through follow-up. If the AI’s first response is not quite right, tell it what to change. The conversation context carries forward.
• Get help with the extension. Ask how features work, where to find settings, or how to troubleshoot common issues. The AI has a built-in knowledge base about SOAP Note Buddy.
• Manage your patients by asking. Buddy can add a new patient, rename one, add information to a patient’s summary, or archive a patient (archived patients can be restored from Settings > Archived Patients). Just ask, for example “add a new patient named Jane Smith” or “add to Bob’s summary that he now uses a rolling walker.” Buddy cannot permanently delete a patient; do that from the patient’s edit screen.
• Attach a file to a patient. Tap the paperclip next to the message box and choose a PDF, Word document, or image (for example a referral or intake form). Then tell Buddy which patient it belongs to, or ask it to create a new patient for it. Buddy saves the file to that patient’s record as context for their notes, the same as Add Context on the patient screen. Images need the Voice Scribe or EHR Fill plan; documents work on every plan.

Support Escalation

If the AI cannot resolve your issue, it can escalate your question to the human support team. You will receive a follow-up response via email.

Custom Instructions for AI Chat

You can set custom instructions that apply specifically to AI Chat conversations. Go to Settings > Custom Instructions > AI Chat to configure them. These instructions shape how the AI responds in chat without affecting Auto Fill or AI Note output. See Custom Instructions for more details.