Q: I'd prefer to detail out specific items within my Subjective and Plan sections rather than just see one big section of data. How do I do this?
A: There are two options to accomplish this. It's recommended to add the Subjective or Plan section accordingly, then expand Advanced Settings and toggle off "Display content." From there, drag and drop the individual fields you prefer to see. Alternatively, you can add Plain Text, rename it to "Subjective" or "Plan" accordingly and then drag and drop individual fields into your new section.
Q: Can I add a section header?
A: Yes. You can use the Display Content toggle (toggled off) under Advanced Settings to hide the output of any field but keep the title as a header. Alternatively, you can use the Plain Text field by renaming the title and hiding the output.
Q: How do I sign my medical record?
A: Drag and drop the Plain Text field to add it to your document. In the text box, add your name/desired text. Expand the Advanced Settings, toggle off Display Title.
Q: How do I find the specific field I'm looking for?
A: We recommend searching for the field you're looking for. The search looks at the field title and other information to surface potential matches. For example, searching for "Medication" would show results for Current Medications, Vaccines/Medications, Peri-operative Medications, etc. Alternatively, you can filter available fields by category.
We also advise hovering over the info icon next to the field name and using the detailed descriptions in the Tooltips. These descriptions help surface important distinctions between similar yet unique fields.
Q: How do I save my document edits?
A: Documents auto-save as you are working! There is no need to Save with a button click.
Q: How do I check what my document formatting will look like?
A: In the editing view of a document, select "Preview." The view will change to show a preview of the document you're building.
Q: Why don't I see my document in the document selector?
A: If you drafted a custom document but do not see it available to select for generation, it's likely inactive. Navigate to your Documents list and toggle the document to Active. Active documents are available for generation.
Q: What is plain text?
A: The plain text field can be used to output text exactly as it's entered. For example, clinics may want to use this to include a one sentence disclaimer about the use of AI at the end of a record, to sign the DVM's name, or to add a section header or line break.