When is this useful?
When you have a consistent standard (tone, format), or want to automate repeated editing tasks.
Step by step
Go to Library → Assistant Instructions. You’ll find this in the right-hand menu.
Click the “+” icon to create a new instruction.
Fill in the Title (short and action-oriented) and Description (what / when).
Write the instruction text clearly, for example:
“Make the note 30–40% shorter. Preserve the medical core. Do not remove treatment plans.”
“Replace ‘the patient’ with appropriate pronouns based on context.”
“Write a patient document that emphasizes the prior history pasted into ‘My notes’.”
Save it. Test it on a sample note and adjust if needed.
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.
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.”