When does this fit?
When you want the assistant to produce a new document based on transcription + extra input.
Step by step (example: Referral)
Create the instruction, e.g., “Referral – [area]”.
In Description, clarify purpose and recipient (e.g., radiology vs. specialist).
In Instruction text, explain minimum requirements:
Clinical problem and goal
Relevant findings, treatment attempts, risks/contraindications
Precise order (e.g., “MRI lumbar spine without contrast”)
Add formatting requirements if desired, see example:
When using: hold the consultation, click the instruction → assistant writes the draft.
Proofread, edit and copy the content.
Step by step (example: Patient letter for dementia patient)
Create the instruction, e.g., “Patient letter – Dementia”.
In Description, clarify purpose and recipient (e.g., adult woman or youth).
In Instruction text, explain minimum requirements:
Purpose of the generated text
Relevant content: Summary, actions, medications to be taken.
Add formatting requirements if desired, see example:
When using: hold the consultation, click the instruction → assistant writes the draft.
Proofread, edit and copy the content.
Tips
List explicit headings in the instruction (e.g., “Problem,” “Assessment,” “Recommendation”).
Lock language: “Use a sober, professional tone. No speculation.”
Troubleshooting
Missing information? Add more input fields or a checklist in the instruction.
Mixing clinical and administrative? Reinforce the description: “This is an administrative document, not a patient journal.”
Using instruction in consultation
After you have created/selected an instruction, you can apply it to the current note (e.g., shorten, change style).
Tips
If you have many instructions, use the search field at the top of the assistant.
Combine: “Use pronouns” → “Shorten note” → “Bullet list style”. Remember to update between.