Why Review Your Notes
While PatientNotes generates highly accurate clinical documentation, reviewing your notes is an essential step in the documentation process. AI-generated notes are designed to assist you, not replace your clinical judgment.
Always Review Before Finalizing
You are responsible for the accuracy of your clinical documentation. Review all AI-generated content before adding it to your patient's medical record.
Quick Review Checklist
- Patient identification: Verify any patient details are correct
- Chief complaint: Accurately reflects the reason for visit
- Clinical findings: Exam findings match what you observed
- Medications: Drug names and dosages are correct
- Assessment: Diagnoses and clinical reasoning are accurate
- Plan: Treatment plan is complete and correct
Direct Editing
The simplest way to make changes is to edit the note directly. Click anywhere in the note to place your cursor and start typing.
Click to Edit
The note editor works like a standard text editor. Click, select, type, delete—all the standard editing functions work as expected.
Editing Features
Text Selection
Click and drag to select text. Double-click to select a word. Triple-click to select a paragraph.
Copy & Paste
Use standard keyboard shortcuts (⌘C/⌘V) to copy and paste text within the note or from external sources.
Undo & Redo
Press ⌘Z to undo changes and ⌘Shift+Z to redo. Your edit history is preserved during the session.
Using the AI Assistant
For more complex edits, use the AI assistant bar at the bottom of the screen. Simply type what you want to change, and the AI will help you update your note.
AI Assistant Bar
Located at the bottom of the screen. Type natural language requests and the AI will modify your note accordingly.
Example AI Commands
Try these types of requests:
"Expand the HPI section"Adds more detail to the History of Present Illness
"Add differential diagnoses to the assessment"Includes relevant differential diagnoses based on the presentation
"Make the plan more concise"Condenses the treatment plan while keeping key information
"Add follow-up instructions"Adds standard follow-up and return precautions
"Change the diagnosis to Type 2 Diabetes"Updates specific content based on your correction
"Add a review of systems section"Generates a new section based on transcript content
Be Specific
Common Edits
Here are the most common types of edits users make to their generated notes:
Adding Missing Information
Sometimes details are missed in transcription or don't make it into the note. Add them manually or ask the AI to include specific points.
Correcting Terminology
Fix drug names, dosages, or medical terms that may have been misheard or incorrectly transcribed.
Adjusting Assessment
Refine diagnoses, add clinical reasoning, or adjust the assessment to better reflect your clinical judgment.
Expanding/Condensing Sections
Use the AI assistant to add detail where needed or trim sections that are too verbose for your documentation style.
Adding Billing Elements
Ensure documentation supports the level of service billed—add complexity, time documentation, or additional elements as needed.
Saving Your Changes
PatientNotes automatically saves your edits as you work. You don't need to manually save—changes are preserved in real-time.
Auto-Save Enabled
Every edit is saved automatically. You'll see a brief "Saved" indicator after changes. No need to worry about losing work.
Version History
PatientNotes maintains a history of your note versions. If you need to go back to a previous version:
- Each generated version is saved separately
- Use the version selector to view previous generations
- Major edits create restoration points
Undoing Changes
Made a mistake? You have several options to undo changes:
Keyboard Undo
Press ⌘Z (Mac) or Ctrl+Z (Windows) to undo recent edits.
Regenerate
Generate a fresh note from the transcript to start over.
Previous Version
Select a previous version from the version history.
AI Assistant
Ask the AI to "undo the last change" or "restore the assessment section."
Best Practices
Review systematically—start at the top and work through each section rather than jumping around.
Use the AI for bulk changes—if you need to rephrase entire sections, the AI is faster than manual editing.
Make direct edits for small fixes—typos and minor corrections are faster to type than to describe to the AI.
Trust your clinical judgment—if something doesn't sound right, change it. You know your patient best.
Next Steps
Once you've reviewed and edited your note, you're ready to export it to your EHR or records system.