AI Note Generation

AI Note generates a complete standalone note that you can copy and paste into your EMR, print, or share 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

In the extension:

1. Open the extension. It opens on the Visit screen. Pick a patient with the switcher at the top, or add one with + New Patient.
2. Type or record the visit in the Visit Summary box.
3. Click Write Note. A Which template? popup opens. Tap the note type you want (daily note, progress note, eval, discharge, etc.) and the note is written. Your last one is marked Last used. To change a template’s sections first, click the edit icon to the right of it.

In the app:

1. On the Visit screen, tap Select Patient and pick the patient.
2. Type or record the visit in the visit summary box.
3. Tap Write Note. In Which template?, tap the note type and the note is written. Your last one is marked Last used.

The AI produces a complete note with all relevant sections based on your visit summary, the patient’s eval summary, prior note history, and custom instructions.

In the extension, the visit summary stays in the box after you leave the note, so you can still click Fill EHR for the same visit. To start the next visit, clear the box. Your notes are kept in Saved Notes (the menu icon at the top left).

Working with Your Note

Your note saves automatically as soon as it’s generated, and again every time you edit it, so there’s no Save button to press. A green ✓ Saved to the right of the Generated Note title confirms it. In the extension it appears for notes attached to a patient. Copy Note and the back button only copy or close the note; you can leave the screen at any time without losing it.

• Chat with Buddy to change anything about the note in plain language. Tap Chat with Buddy and tell it what you want: “make the assessment shorter”, “add that I did manual therapy today”, “this reads too repetitively across visits”. Buddy reads the whole note and edits the right sections holistically, so you no longer regenerate a section blindly and hope. It stays grounded in your visit: it will not invent a clinical fact you did not provide, and a detail you tell Buddy to add is added exactly as you said it.
• Edit any section by hand by tapping into its text and typing. Your edits are saved automatically.
• Fill EHR (extension) to put this note into the EHR page you have open. The fill uses the note you reviewed, including any edits, and keeps its wording, filling each part into the matching field. Use this when you want the chart to say exactly what the note says.
• Copy Note to put the full note (or any single section) on 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.
• Share the note through your device’s share sheet, so you can send it to yourself or a colleague by email, message, or any other app you have installed. The shared text has no section headings, matching Copy Note.
• Print the note directly, with no copy and paste step. Choose what to include (a header with the patient name, note type, discipline, and date; the section headings; and a blank signature line), then your normal print dialog opens. Your choices are remembered for next time. Unlike Copy and Share, Print keeps the section headings on by default, since a printed note reads better with them.

Saving a preference for future notes

In the Chrome extension, after Buddy makes a change that reflects how you like your notes written (for example, always keeping the assessment short), Buddy can offer to save it as an AI Note rule. It shows you the exact wording first and only saves once you confirm. Saved rules shape every future note you generate. You can manage them any time under Settings in the AI Note rules section.

Customizing Note Templates

Click Write Note, then the edit icon to the right of a template in the Which template? list, 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 visit 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.