AI Note Generation

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

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

• 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.
• 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.

Saving a preference for future notes

In the Chrome and Safari 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 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.