When is this useful?
When you have a consistent standard (tone, format), or want to automate repeated editing tasks.
Step by step
Go to the Library.
Under Assistant Instructions, click Create New.
In the "When i click" field - name the instruction.
This is what you'll select (and type) when applying it later. Example: Combine Assessment and Plan.
In the "Do this" field - write the instruction.
Describe exactly what you want the Assistant to do, e.g. "Combine the Assessment and Plan sections in the note, and return the new note."
Save the instruction.
Tips
Write decisively and concretely, like giving clear instructions to a colleague: define goals, boundaries, and exceptions.
Be explicit about format (paragraphs vs. bullet points), tone (neutral, clinical), and what must never be changed (medical values, medication lists).
Keep one instruction = one purpose for better reusability.
Save what you reuse. Instructions are ideal for prompts you use regularly. For one-off requests, just type them to the Assistant directly at the bottom of the consultation.
Troubleshooting
Unexpected formatting? Add explicit instructions like: “Do not change the section order.”
Too little impact? Increase precision and targets (e.g. “shorten by 30–40%”).
Too much creativity? Add constraints: “Do not add new information.”