- In Ask Quillentra, select Attach a visit below the message box.
- Search your recent visits and choose one. Only visits that have finished processing are listed.
- Ask your question, for example “Draft a referral letter to cardiology based on this visit”, or use /summarize or /handoff.
From a visit, you can also open the ⋯ menu at the top right and select Ask AI about this visit.
What the assistant sees
The visit’s date, the patient’s name, date of birth, age, sex and background notes (if a patient is assigned), your context notes, the transcript and the visit’s documents. Answers about the visit are based only on that information.
Evidence search is never used while a visit is attached, so patient information never goes into a search.
Remove or change the visit
Select the × on the visit to detach it. The attached visit is saved with the conversation, and the conversation list marks it with a paperclip.