Reviewing and viewing notes

Viewing & Managing Your AI Medical Scribe Notes

Documents Dashboard Overview

After creating a note with the AI Medical Scribe, all your documents are organized in the Documents dashboard. This central hub allows you to access, edit, and integrate your medical notes across your practice.

Document Organization

Your notes are automatically organized by creation date, with the most recent documents appearing at the top. Each date section contains all documents created on that day.

• Refresh: Click the refresh icon next to a date group to update the content

• Date Grouping: Documents are grouped by date created, making it easy to find recent notes

Document Cards

Each document appears as a card displaying:

• Title: The document topic or first few words of the encounter (which you can edit by clicking and typing)

• Creation Time: The time and date the document was created

• Action Buttons: Options to interact with your document

Working with Your Notes

Basic Actions

For each document, you can:

1. View Details: Tap or click a document integrate button to open it as a docx

2. Rename: Click the document title to edit it directly

3. Double-click: Double-clicking a document opens the full document in a new window (when available)

4. Delete: Remove the document using the trash icon

5. Provide Feedback: Use the thumbs up/down buttons to provide feedback on document quality

Integrate Button

The "Integrate" button opens the document in a detailed view that allows you to:

• View all document sections

• Copy individual sections to your clipboard

• Edit section content

• Rearrange sections (when layout editing is enabled)

Document Viewer

When you click "Integrate" on a document, the document viewer opens with all sections of your medical note.

Document Viewer Features

1. Layout Toggle: Switch between locked and editable layout modes

2. Copy All: Copy the entire document with formatting preserved

3. AI Edit: Open the AI assistant to help modify the document

4. Section Cards: View and interact with individual sections of your document

Section Card Features

Each section of your document is displayed as a card that includes:

• Section Title: The clinical section name (e.g., "Assessment," "Plan," "HPI")

• Content: The actual text content of that section

• Copy Button: Copy just that section to your clipboard

• Expand/Collapse: Toggle visibility of section content

Copying Content

The system supports advanced copying that:

• Preserves formatting (bold, italics, bullet points)

• Works with most EMR systems

• Maintains structure when pasted into documents

Encounter Section

The original encounter content is preserved in a special "Encounter" section, allowing you to reference the original dictation or notes.

AI Edit Feature

The AI Edit feature helps you refine and adjust your notes after creation.

Using AI Edit

1. Click the "AI Edit" button in the document viewer

2. Make changes to the content in the input area

3. Adjust sections or rules as needed

4. Click "Create" to generate an updated document

AI Edit Options

• Content: Add additional details or context

• Sections: Select different sections to include/exclude

• Rules/Templates: Apply different formatting rules or templates

• Listen: Record additional audio to append to the document

Navigation and Organization

Category Selection

Use the category dropdown to filter your documents:

• All Personal: View all your personal documents

• Personal Drafts: View saved drafts

• Team Documents: View documents shared with specific teams

• Team Drafts: View drafts shared with your team

Search and Filter

• Use the search field to quickly find documents by content or title

• Apply filters to view specific document types

Document Management Tips

1. Save Draft vs. Create: Use "Draft" to save a document in progress, "Create" to finalize it

2. Thumbs Up/Down: Provide feedback to help improve future documents

3. Regular Organization: Delete unnecessary documents to keep your dashboard clean

4. Team Sharing: Use team categories to share documents with colleagues

5. Templates: Create and use templates for consistent documentation

Important Note

Always review your documents for accuracy before finalizing or integrating them into patient records. While the AI Medical Scribe produces high-quality notes, clinical verification is essential.

Legal Disclaimer: **Simplify AI provides general information only, not billing, coding, or medical advice. We do not guarantee the accuracy of the suggested codes or material generated by Simplify or that the use of such codes or material will result in payment or reimbursement or that they will be accurate in anyway. The platform is not a substitute for billing and coding advice from qualified billers and codding experts.