Patient Management

Patient management lets you maintain your active caseload in the extension and the app. Each patient has a note history, an optional patient summary, and optional custom instructions that the AI uses to generate accurate documentation.

In the extension, patients live in the patient switcher at the top of the Visit screen. Each time the window opens, the patient and template start blank, so pick both for this visit. In the app, tap Select Patient at the top of the Visit screen.

Adding a Patient

1. In the extension, click the patient switcher and choose + New Patient. In the app, tap Select Patient on the Visit screen and choose + New Patient.
2. The Add Patient form opens. Enter the patient’s name, and optionally a patient summary or context documents.
3. Click Save (Save Patient in the app). From a patient picker, you return to that screen with the new patient selected.

A name is all that is required. Optionally add a patient summary with clinical background that stays true across visits (diagnosis, precautions, goals, baseline functional status). You can add or change it later at any time.

Switching Patients (extension)

Click the patient switcher and search or pick a patient. The Visit Summary box switches to that patient’s visit. A patient is required to write a note or fill your EHR; if none is picked, those buttons ask you to pick one. Voice Scribe has its own patient picker. Anything you already typed in the box carries over to the patient you pick.

Switching Patients (app)

Tap Select Patient at the top of the Visit screen, then search or tap a patient.

Editing a Patient

1. On the Visit screen, open the patient list and click the edit icon to the right of the patient’s name (extension and app).
2. Change their name or patient summary, or use Add Context to attach a document.
3. Click Save when finished (Save Changes in the app).

Update the patient summary as the patient’s status changes. Current information helps the AI generate more accurate notes. Your finished notes also build the patient’s history automatically, so context accumulates as you document even if you leave the summary blank.

Archiving a Patient

When a patient is discharged or no longer on your caseload, archive them instead of deleting.

1. On the Visit screen, open the patient list and click the edit icon to the right of the patient’s name.
2. Click Archive (Archive Patient in the app).

Archiving hides the patient from your patient list but preserves all their data, including eval summaries, note history, and custom instructions. You can restore them at any time.

Restoring an Archived Patient

1. Go to Settings > Archived Patients.
2. Find the patient you want to restore.
3. Click Restore.

The patient returns to your active list with all their data intact.

Tips

• Keep eval summaries detailed and current. The AI relies heavily on this information.
• Archive rather than delete so you never lose patient documentation history.
• Use Backup & Restore to safeguard your patient data.