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 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.
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
Simply hover over the document output (you'll see a pencil icon) then click 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 - Indicates that the document output is great.
Thumbs down - Indicates that the document output has issues. All comments are reviewed and used to improve future output.
Retry - 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 - Emails the document to a specified recipient. The email comes from HappyDoc but replies will be sent to the Outbound Client Communication email set in account Settings.
Print - Creates a version of the document ready to print.
Delete - Deletes the version of the 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.