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.
2. Click the AI Note tab.
3. Choose your discipline (PT, OT, SLP, nursing, etc.) and note type (daily note, progress note, eval, discharge, etc.).
4. Click Generate.
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

• Regenerate individual sections by clicking the regenerate button next to any section you want to change.
• Copy the full note to your clipboard with one click, then paste it into your EMR.
• Email the note directly from the extension.

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.
• 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.