Note History & Previous Notes

Every time you generate a note for a patient (Auto Fill or AI Note), a summary of that note is saved as a Previous Note. The AI uses the most recent Previous Note as context for the next visit, so your documentation gets more consistent and accurate over time.

How Previous Notes work

Previous Notes save automatically. You don’t need to do anything. The saved note is the version you finished with: changes you make after a fill, whether you ask Buddy, edit in Review and Edit Fields, or type directly on the EHR page, are saved too, so the next note builds on your corrections rather than the AI’s first draft. On the next visit, the AI sees what happened last time so it can:

• Maintain continuity-of-care language across notes.
• Reference prior treatment activities and how the patient responded.
• Track progress or changes in status from visit to visit.
• Avoid repeating the same phrasing verbatim.

Viewing and reusing a Previous Note

In the extension, click the menu icon at the top left of the Visit screen to open Saved Notes. It lists your saved notes by patient. Click one to open it, or click its trash icon to delete it from all your devices. Use the search box at the top to find a patient quickly. In the app, tap the menu icon at the top left of the Visit screen to open Saved Notes.

In the app, you can also:

1. Open a patient’s card.
2. Scroll to the Previous Notes section. Each saved note shows its date and an ACTIVE / SYNCED badge. Active means it’s the one currently being used as context for new notes; Synced means it has been backed up to your account so it’s available on your other devices.
3. Tap View to see the full saved content.
4. From the Select Patient modal, you can also recover a Previous Note if you’ve deleted the original. It restores the patient with their most recent saved note as the starting point.

Cross-device sync

Previous Notes sync to your account automatically, so when you sign in on another device (iPad, iPhone, Mac), your patients’ Previous Notes are already there. This means you can switch devices mid-day and pick up exactly where you left off.

Visit History

Separately from Previous Notes, each finished note also saves a short dated summary of that visit, written in S/O/A/P form. These build up into a Visit History the AI can look back across, so it can see how a patient is actually trending rather than only what happened last time.

To view it in the app, open a patient and expand Visit History. Each row shows the visit date and a one-line preview; tap to read the full summary.

Visit History is saved automatically when you finish a note. It keeps the last 10 visits from the past 60 days, which lines up with a typical recertification period.

How the AI uses your patient’s history

When generating a new note, the AI receives:

• The patient’s eval summary (long-term clinical context)
• The most recent Previous Note (last visit’s content)
• The patient’s Visit History (dated summaries of earlier visits)
• Your custom instructions for that patient or globally

Because the Visit History entries carry dates, the AI can reference a measured value from a specific earlier visit, for example “ambulation has improved from 100 ft on 8/14 to today’s reported distance.” This is especially useful on progress notes, reassessments and recertifications, where the note is supposed to describe the trajectory rather than a single day.

Two things the AI still will not do: it will not put a number in today’s note as today’s measurement unless you stated it in your visit summary, and it will not claim progress your documentation does not show. If a patient plateaued or regressed, the note reflects that.

Tips

• The more notes you generate for a patient, the better the AI’s contextual awareness becomes.
• If a note summary doesn’t accurately reflect a visit, you can edit it directly.
• Previous Notes sync across the browser extension and the iOS/Android apps, so notes generated on any device are available everywhere you sign in.