After your visit, navigate to the Patient View to see your completed documents. From this page, review the document, make any required edits, and add additional clips or generate additional documents, if necessary.
Note: For integrated patients, the Patient View displays all visits associated with the Patient in the left side panel. For non-integrated patients, this view is specific to the visit at hand.
Generating Documents
If you selected a document after recording and clicked "Stop and Generate", you may already have a document to review! If not, or if you need to generate a different document, use the Visit Assets panel on the right side of your screen.
Select the document you wish to generate from the Generate Documents dropdown.
In the Library,
Select which clips and/or uploads you want to reference for the document.
ORUpload a .pdf or record a clip to populate the Library.
Note: if you wish you add a clip in addition to what's already in your Library then have a document generated at the end of the recording, simply select the existing assets, then click to record. When you're done with your clip, click Stop and Generate. All selected assets plus the new clip will be referenced in order to produce a document.
Each recording in the Library has a three dots menu with Move Clip, View Transcript, Download Clip and Delete Clip.
On a visit with more than one pet, Generate for shows a button for each pet. Leave the pets you want selected, then click Generate. See Multi-Pet Visits: Recording Two Patients at Once 🐾.
Review Records
Completed documents are found in the center panel. Use the named tabs at the top to navigate between different documents. If more than one version of the document has been generated, use the numbered version selector to move between versions. The most recent version of a document will always be shown by default.
Edit Records
Click into the text of the document to start editing.
Pro tip: Use these keyboard shortcuts to make editing quick and easy!
Bold: macOS uses ⌘ + B, while Windows uses Ctrl + B
Italic: macOS uses ⌘ + i, while Windows uses Ctrl + i
Undo: macOS uses ⌘ + Z, while Windows uses Ctrl + Z
Cut: macOS uses ⌘ + X, while Windows uses Ctrl + X
Copy: macOS uses ⌘ + C, while Windows uses Ctrl + C
Paste: macOS uses ⌘ + V, while Windows uses Ctrl + V
Tab: moves your cursor to the next field/output
Re-generating a field or section
Sometimes AI gets it wrong. When this happens, use the Retry option associated with an individual section, field or for the document as a whole.
Document Toolbar
Use the icon bar to further work with your document.
Flag terminology - Submits terms to the HappyDoc glossary. For example, "alpha twelve" should be "Apoquel"
Thumbs up - Output Perfect: tells us the note needed no changes.
Thumbs down - Indicates Information Issues: tells us something is wrong. All comments are reviewed and used to improve future output.
Retry - Retry document generation: generates another version of the document.
NOTE: Edits you have made will be retained with the retry of a document or field.Copy - Copies the entire document output. Alternatively, use the copy buttons associated with each section to copy just one section at a time.
Send - Send document: emails the document to up to five people. Replies go to the address set in Settings, then Send Emails.
Print - Creates a version of the document ready to print.
Delete - Deletes the version of the document.
Export: sends the note to Cornerstone, Avimark or Impromed.
Approve & Sync: sends the whole note to ezyVet, Shepherd or Covetrus Pulse.
Bold, Italic, Undo and Redo: format and undo your edits.
Document Actions: more options for this document.
Patient History
Pinned to the top left column, you'll see a tab for the patient's History. This is a separate, designated area where you can upload .pdf files (i.e. when a pet is new to the clinic or referred and you want to summarize transferred records) or record clips specific to the patient's history. The History library and selected document(s) are separate from the visit.
Note: History will persist across visits for integrated patients. For non-integrated patients, the History is specific to the visit at hand.