First Document

Save History

Your notes save automatically as you type. The timestamp in the note tab strip shows the last save. Manual saves (Ctrl/Cmd + S or the save button in the tab strip) create named snapshots. Open the history menu in the tab strip to restore, rename, or delete a snapshot. Restoring does not discard your current draft’s history.

Right-Click Actions

Select text and right-click to run an agent on just that selection: expand shorthand, reformat, reason through it, or pull citations. The agent returns a pending suggestion. Your original text stays until you accept or reject it, and suggestions that touch locked template sections are dropped.

For example, selecting this and running the Shorthander:

55yo M c CP, SOB x2d

produces a pending suggestion like:

55-year-old male with chest pain and shortness of breath for two days

RAG Workflow

Add a source in the RAG panel first. Click Add Source, give it a name, and paste or upload content:

Name: Sepsis Guidelines 2024
Content:
- Draw blood cultures before antibiotics
- Start broad-spectrum coverage within 1 hour
- Piperacillin-tazobactam 4.5 g IV q6h
- Add vancomycin if MRSA risk factors

Each source has an “included in ingest” toggle, and only included sources are searched.

Then ask the assistant a clinical question in chat:

What antibiotics should I start for suspected sepsis?

It retrieves the relevant passages from your included sources (and PubMed, if you use the PubMed search), answers with [Source N] citations inline, and lists the cited sources under the response.