Every document has its own AI assistant. Ask it to change the document, or ask a question about the visit.
- Open the visit and the document. On a large screen the AI assistant panel is on the right: the button in its header hides it, and AI assistant above the document opens it again. On smaller screens, select AI assistant at the top of the visit (on a phone, the sparkle icon).
- Type your request, for example “Add that BP was rechecked at 132/84” or “Make the assessment and plan more concise”, and press Enter. Shift+Enter starts a new line.
- Suggested changes appear section by section, with additions in green and deletions in red and struck through.
- Select Accept to apply the changes or Reject to discard them.
Accepted changes are saved as a new version labeled AI edit, so you can always go back. See Version history, signing and amendments.
Ask questions
You can also ask about the visit, for example “What follow-up was discussed?”. The answer appears in the chat and your note isn’t changed.
Signed documents
On a signed document you can ask questions but can’t apply edits. Select Amend first.
The conversation is saved with the document. Deleting the document also deletes its conversation.