Notes and AI
Note Sections Settings
Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.
How it works
- Navigate to Preferences -> AI Settings -> Note Sections
- Use the toggle switches to enable or disable each section
- Click Save Changes
When a section is enabled, the AI will include it in your generated notes. Disabled sections are omitted entirely.
Available sections
| Section | Description | Default |
|---|---|---|
| Patient History | Relevant medical history background | ON |
| Mental Status Exam | Psychological and cognitive status documentation | ON |
| Review of Systems | Body systems coverage for thorough documentation | ON |
| Therapeutic Intervention | Personalized treatment plan details | ON |
| Encounter Header & Footer | Patient info and provider details added to notes | OFF |
When to customize
Consider adjusting note sections if you:
- Have specific documentation requirements for your specialty
- Need to match your practice’s standardized note structure
- Want to streamline notes by removing sections you don’t use
- Need to comply with payer or regulatory documentation standards
Tips
- Each section operates independently, so you can mix and match freely
- Mental Status Exam and Therapeutic Intervention sections are particularly relevant for behavioral health and psychiatric documentation
- Enable Header & Footer if your EHR doesn’t automatically add patient/provider information