How It Works
Navigate to Preferences → AI Settings → Note Sections
Use the toggle switches to enable or disable each section
Click Save Changes
When a section is enabled, the AI will include it in your generated notes. Disabled sections are omitted entirely.
Available Sections
Section | Description | Default |
Patient History | Relevant medical history background | ON |
Mental Status Exam | Psychological and cognitive status documentation | ON |
Review of Systems | Body systems coverage for thorough documentation | ON |
Therapeutic Intervention | Personalized treatment plan details | ON |
Encounter Header & Footer | Patient info and provider details added to notes | OFF |
When to Customize
Consider adjusting note sections if you:
Have specific documentation requirements for your specialty
Need to match your practice's standardized note structure
Want to streamline notes by removing sections you don't use
Need to comply with payer or regulatory documentation standards
Tips
Each section operates independently, so you can mix and match freely
Mental Status Exam and Therapeutic Intervention sections are particularly relevant for behavioral health and psychiatric documentation
Enable Header & Footer if your EHR doesn't automatically add patient/provider information