◎ Paste Raw Note
Paste the full note. The system will extract Interim History and Assessment & Plan, reformat per your Prime Directive, and silently QA its own output.
◎ Add Training Note
Paste a sample note that represents your preferred formatting, structure, and style. Patient information will be automatically de-identified before saving.
◈ Prime Directive
⚠ Add 5 training notes to enable generation.
Paste or write your Prime Directive directly. This will replace any existing directive and become active immediately — no training notes required.
◎ Most Recent Note
Reference your last reformatted note. Optionally select text to focus your instruction on a specific area.
⊕ Provide Instruction
Describe what you'd like to change about how your notes are formatted. You can highlight text on the left first to focus the instruction.
◈ Proposed Rule
◉ Recent Rule Changes Last 7 days
Rules added in the past 7 days can be reversed. After 7 days, use the instruction process above to modify them.
No rule changes in the past 7 days.
⚷ Passkey / Windows Hello
Enroll a passkey to sign in with Windows Hello (fingerprint or face), Touch ID, or your phone — no password needed. You can do this on any device you regularly use; enrollment is per-device.
⊕ Universal Instructions
These instructions apply to every provider's note reformatting. Use this to set practice-wide standards (formatting checks, required elements, etc.). Provider Prime Directives take priority over universal instructions if there is a conflict.
📋 Formatting Library
These lessons capture proven formatting techniques for EHR paste compatibility. They are not applied automatically — providers opt in by referencing them in their Prime Directive or active rules via the Refinement tab.
◎ Add Physician Account
Physicians sign in with their email address. Provide a temporary password they can use for first login — they can enroll a Passkey after signing in.
◉ Physician Accounts
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