You have your own way of writing clinical notes. Now AI Notes can better reflect your preferences.

Magic Edit lets you fine-tune a note using simple, everyday instructions.

Memory saves those instructions and automatically applies them to future notes of the same type.

How it works

Once AI Notes generates a note, click Magic Edit in the lower-right corner. A panel will open where you can type what you'd like changed, using everyday language.

For example, you can ask AI Notes to:

• "Make the subjective section longer."
• "Say 'client' instead of 'patient.'"
• "Use a more concise writing style."
• "Include strengths and progress in the assessment."
• "Be more specific about the interventions I used."

To make the change to just this note, click Generate new note.

To save your instructions for future notes of the same type, check Save to Memory before clicking Generate new note.

What is the difference between Magic Edit and Memory?

Magic Edit is great for changes you want to make to an individual note. Memory is best for preferences you'd like AI Notes to remember, such as your preferred wording, level of detail, or writing style.

Important: Don't save client names, personal details, or protected health information (PHI) to Memory. Saved instructions are applied to future notes of the same type, including notes for other clients.

Changing your mind? No problem.

You can review or remove saved instructions anytime. Just open an AI-generated note, click Magic Edit, then click Manage. From there, you can delete individual instructions or clear all saved instructions for that note type. You'll be asked to confirm before deleting, since saved instructions can't be restored.

If you decided not to use newly generated version of a note, you can use the version drop-down in the lower-left corner to switch back to the original.