Your First AI Note

AI Note generates a complete, standalone clinical note that you can copy and paste into any system. Unlike Auto Fill, it does not require a web-based EMR. It works for paper-based workflows, desktop EMR software, or any situation where you need a formatted note.

Step-by-Step (extension)

1. Pick your patient. Open the extension. It opens on the Visit screen with no patient picked yet. Use the patient switcher at the top to pick a patient or add a + New Patient (a name or initials is enough). Write Note needs a patient.
2. Enter a visit summary. Describe what happened during today’s visit in the Visit Summary box. Be specific about exercises, patient responses, and any changes in status. You can type it or click Record to dictate.
3. Click Write Note. A Which template? popup opens.
4. Customize sections (optional). Click the edit icon to the right of a template to toggle which sections to include, such as Subjective, Objective, Assessment, and Plan.
5. Tap the note type. Pick the template you need for your discipline (Daily Note, Progress Note, Evaluation, Discharge Summary, or others) and the AI writes the note right away. Next time your last one is marked Last used.

When you leave the note, your visit summary is still in the box, so you can also click Fill EHR for the same visit.

Step-by-Step (app)

1. Select your patient. On the Visit screen, tap Select Patient and pick the patient you’re writing a note for.
2. Enter a visit summary. Type it in the box or tap Voice Scribe to record it.
3. Tap Write Note, then tap the note type in Which template?. The note is written right away.

Using Your Note

Once the note is generated, you have several options:

• Chat with Buddy to refine it. Tap Chat with Buddy and say what you want changed in plain language (“make the assessment shorter”, “add that I did manual therapy”). Buddy sees the whole note and edits the right parts, staying true to your visit (it will not add a clinical fact you did not provide).
• Copy Note to put the full note on your clipboard with one click, then paste it into your EMR or documentation system.
• Share the note through your device’s share sheet to send it to yourself or a colleague.
• Edit the note inline before copying if you want to make quick adjustments by hand.

Tips

• Prefer writing on the website? Sign in at soapnotebuddy.com/account, then use the Free SOAP Note Generator. With an active subscription or trial there is no daily limit. On a plan that includes Voice Scribe, the Free AI Medical Scribe has no daily limit either. Notes written there are not saved to a patient, so copy or email them when you are done.
• AI Note is ideal when your EMR doesn’t have a web interface or when you want a single formatted note rather than filling individual fields.
• Your visit summary is the primary input. The more detail you provide, the better the note.
• A brief summary still works. If you only jot a few words, the AI writes a full note by drawing on the patient’s eval summary and prior visits. It describes progress in qualitative terms (for example, “ambulated an increased distance with the walker”) rather than inventing specific measurements you didn’t provide, so you can add exact figures where you want them. Any numbers you state yourself are used exactly as written.
• The AI uses your patient’s eval summary and prior note history to maintain continuity across visits.