Workflows
Document State
Document state lives on your device first. Keystrokes hit the live editor and the browser’s local store immediately. 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
- open the note
- apply the template
- draft or edit
- run chat or a workflow
- review the suggestion
- 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.
- 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:
- open the folder
- collect notes
- run the presentation workflow
- 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: Date pickers that format the date for you
Locked Anchors
Template regions that agents can’t write to: legal disclaimers, required section headers, billing codes.
Agents
Run agents from chat or by right-clicking selected text. Each run produces a pending suggestion.
| Agent | What it does |
|---|---|
Shorthander | Expands medical abbreviations (SOB becomes shortness of breath). Skips locked anchors. |
Ingester | Parses uploaded PDFs and text files into searchable chunks. Keeps the original metadata for tracing any chunk back to its source. |
Reasoner | Generates ranked differentials and plans organized by problem. Weighs claims that have retrieved evidence over ones that don’t. |
Reformatter | Rewrites selected text to match a requested format (SOAP, bullet list, table). The meaning stays the same. |
Citations | Searches PubMed and attaches references to the relevant claims. |
Clinical Tools
During a chat turn the assistant can also call clinical tools directly:
| Tool family | Coverage |
|---|---|
| Terminology lookups | ICD-10, LOINC, and RxNorm |
| Literature and regulatory data | PubMed, OpenFDA, and clinical trial registries |
| Scores and calculations | Common scoring systems and clinical math, computed in code rather than by the model |
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.
SmartPhrases
Custom text expansion shortcuts. Type the trigger and accept the expansion with Enter or Tab:
| Trigger | Expansion |
|---|---|
.cc | Chief Complaint section |
.hpi | History of Present Illness |
.ros | Review of Systems |
.pe | Physical Examination |
.ap | Assessment & Plan |
.dc | Discharge instructions |
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 fills those fields in from the selection.