Getting Started

Add a provider key, open a note, and ask the assistant for anything.

Prerequisites

• A current version of Chrome, Firefox, Safari, or Edge.
• An API key for at least one supported provider. A Google Gemini key covers the default model path and retrieval.

First Time Setup

1. Add a Provider Key

Open Settings → AI Models and paste a key for the provider you use:

Google (Gemini)   AIza...
OpenAI            sk-...
Anthropic         sk-ant-...
DeepSeek          sk-...
OpenRouter        sk-or-...

Keys can be saved or removed per provider. Without a key the editor still works, but AI features will not run.

2. Add a Tavily Key for Web Search (Optional)

Live web search runs through Tavily when the assistant needs current information that is not in your sources or PubMed. Add the key under Settings → Tavily web search. You can also provide it through the VITE_TAVILY_API_KEY environment variable for local development. Without a Tavily key the rest of the app works normally, and the assistant skips web search.

3. Sign In (Optional)

Signing in syncs your settings, scheduled tasks, and workspace records across browsers. Signed out, everything stays in the browser’s local storage on that machine.

4. Learn the Interface

• Left sidebar: Projects, Templates, Smart Phrases, and Slash Commands.
• Center: the note editor, with a tab strip showing open notes, the autosave timestamp, save history, and the template menu.
• Right sidebar: Revisions, Workflows, RAG sources, and Reasoning.

Basic Workflow

1. Create a project, or open one. Each project carries a specialty and a care context (Internal Medicine and Outpatient by default) that shape agent output for its notes.
2. Open a note and apply a template from the template menu if you want a fixed structure.
3. Write. Autosave runs continuously, and the timestamp in the tab strip shows the last save.
4. Add reference material in the RAG panel to let answers cite your own sources.
5. Ask the assistant in chat, or select text and right-click to run an agent on just that selection.
6. Review each pending suggestion in the editor and accept or reject it. Nothing changes your note until you accept it.

For a worked example of steps 4 through 6, see First Document.

Synthetic Cases

You do not need a real chart. Ask the assistant in chat to create synthetic cases and it will draft the notes and store them as a project:

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

This is useful for trying templates, testing presentations, or building teaching material.

Keyboard Shortcuts

Smart phrases expand as you type. For example:

.hpi   →   History of Present Illness:

Press Enter or Tab to accept the expansion, or Esc to dismiss it.

If Something Goes Wrong

Most problems trace back to a missing key or an unreadable file. See Troubleshooting for the common errors and their fixes.