Workflows

Rosetta puts note drafting, templates, and agent tools in one editor.

Document State

Document state is local-first. Keystrokes hit the live editor and the browser’s local store immediately, so typing is never blocked on the network. Signed in, notes and workspace records sync to your account in the background. Signed out, everything stays in local storage on that machine.

Review Workflow

Nothing an agent produces changes a note until you review and accept it.

Typical Note Path

1. open the note
2. apply the template
3. draft or edit
4. run chat or a workflow
5. review the suggestion
6. accept it to revise the note

Workflow results return to chat unless you accept an edit. Rejected suggestions leave the note unchanged.

State Rules

• Opening a note restores the current note content and template state.
• While drafting, Lexical owns the live edit. Plain text, selection metadata, and serialized JSON are emitted as debounced snapshots so typing stays responsive.
• Suggestions remain pending until the user accepts or rejects them.
• Accepting a suggestion updates the note and creates a revision entry.

Approval Gate

Agent actions that change your workspace pause for confirmation before they apply. The “Auto-approve agent actions” toggle in Settings skips this confirmation step.

Folder Workflow Path

Folder presentation workflows follow a separate branch:

1. open the folder
2. collect notes
3. run the presentation workflow
4. return the draft to chat

These workflows do not require a single active note, but they do depend on notes existing in the selected folder.

Templates

Templates define note structure and field behavior.

Interactive Fields

• Text fields: {{chief_complaint}}
• Select menus: {{SELECT:severity|mild,moderate,severe}}
• Dates: Auto-formatted date pickers

Locked Anchors

Template regions that agents can’t write to: legal disclaimers, required section headers, billing codes. Only a user edit can change a locked anchor. This keeps compliance-sensitive content stable no matter how many agent runs a note goes through.

Agents

Run agents from chat or by right-clicking selected text. Each run produces a pending suggestion. Nothing writes to the document until you accept it.

Clinical Tools

During a chat turn the assistant can also call clinical tools directly:

For example, asking:

What's the ICD-10 code for community-acquired pneumonia,
and calculate the CURB-65 for this patient?

resolves the code through the terminology lookup and computes the score from the values in your note.

Synthetic Cases

You do not need a real chart to use Rosetta. Ask the assistant to generate synthetic cases and it drafts the notes itself, then stores them through the same workspace tools it uses for any other note:

Create a project of 5 synthetic inpatient cases for internal medicine,
each with an H&P and a progress note.

The assistant writes the mock notes, calls create_project and create_note to save them, and the result lands in your sidebar as a normal project you can open, edit, and run workflows against. This is useful for trying templates, testing presentations, or building teaching material without touching protected health information.

SmartPhrases

Custom text expansion shortcuts. Type the trigger and accept the expansion with Enter or Tab:

Slash Commands

Slash commands are custom commands you define and invoke with / in the editor. Each command has a label, a trigger, and options, managed from the Slash Commands panel in the left sidebar. With “AI auto-fill slash defaults” enabled in Settings, highlighting text before creating a command pre-fills those fields from the selection.