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Generate another document from the same visit

Use another template, switch between documents, or regenerate one note from an existing visit.

You can generate an additional document from a visit you have already recorded.

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Choose Add document and select a template for the new document.

Choose Add document and select a template for the new document.

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Add a document

  1. Open the visit in the web app.

  2. Select Add document beside the document tabs.

  3. Use Search templates… if needed, then select a template under New document from template.

  4. Wait for generation to finish, then review the new document. Select any document tab to switch between the visit’s notes.

The menu includes available templates that are not already used by a document in this visit. If every available template is already used, Add document is not shown. Generating a document is unavailable when your free visit allowance is exhausted.

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Regenerate one document

On a desktop browser, right-click the document tab and select Regenerate. This generates that document again from its template. Review the result carefully because regeneration can replace changes you made to the note. The action is disabled while that document is generating.

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Review each generated document before copying or using it.

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