In short
Assistant Instructions are rules and tasks you give the Noteless Assistant that define how a note or document should be modified or generated. Instructions are typically used after a note has been generated (for example, “Shorten note”), but they can also ask the assistant to create a new document (such as a referral or a medical certificate).
Examples (simple)
“Shorten note” – makes the note shorter while preserving the key points
“Expand note” – increases the level of detail in Findings / Assessment
“Use pronouns” – avoids “the patient” and uses “he/she/they” instead
“Write measures as a bullet list” – converts paragraphs into bullet points
Examples (advanced)
“Referral to diagnostic imaging” – explains what information must be included and lets the assistant draft the referral
You’ll find more advanced examples here: Advanced Instructions: Referrals and Customized Patient Documents
Where can I find it?
Go to the left hand menu and find Library → Assistant Instructions.
How Assistant Instructions work
Choose a standard Instruction (for example, “Shorten note”) or create your own.
An Assistant Instruction can include:
Title and description (for recognition and intended use)
The instruction itself (clear text explaining what the assistant should do)
When you test an instruction on a note, the first response may take a few seconds, depending on the length of the text.
Sharing and ownership
In this version, newly created instructions are private to you.