AI Notes & Assistant

When you join a video call, the "Ai Notes"  taker button is enabled by default in the bottom toolbar. This allows the system to automatically capture your session transcript and notes. 

If you prefer not to use this feature for a session, simply click the "Ai Notes" taker button to disable it before or during the call.

Open the selected client's profile and navigate to the Appointments tab. Your scheduled and completed sessions will be listed on the left-hand side.

Under your selected session, click the Meeting Notes button. This opens the rich text editor, where you can manually type clinical notes, use formatting tools, or insert links and saved clipboard snippets.

You can also navigate between appointments using the Previous Appointment and the Next Appointment buttons above the rich text editor. 

Click the AI Notes button to open the pop-up window. Switch between the tabs at the top to view either the AI clinical summary notes or the full meeting transcript. If you wish to change the structural framework of the generated summary, click the Choose a different notes model dropdown menu at the bottom left. Select your preferred clinical format (such as ABCDE+E, ADIME, NCP, PIE, or SOAP) to instantly recalculate and update the layout.

If you want to replace your manual text with the active AI-generated framework summary, click the Override my Meeting Notes button inside the AI notes pop-up. This will automatically update your central text editor with the newly selected AI notes layout.

Note: This action cannot be undone. Clicking this button will permanently overwrite any existing text in your editor. 

Once the AI notes are in your main text editor, you can freely edit, format, or add custom details to the text to ensure it perfectly reflects your client's session. 

Click Save Changes to secure the completed notes within the specific appointment session, or use the Export as PDF option to download a copy of your finalised documentation.

Open the profile dropdown menu in the top navigation bar and select Settings.

Navigate to the General Settings tab from the left-hand menu.

The Notes Model manages your clinical appointment AI summary assistant. Adjusting this setting will only affect your session notes and will not change any of your other AI assistants.

Click the information icon (i) next to the dropdown menu to open a pop-up window. Use the tabs across the top to explore a detailed example of each clinical structure using the exact same script:

• SOAP (Subjective, Objective, Assessment, Plan): Use for general clinical documentation and routine progress notes. It easily organises client-reported details, objective data, your assessment, and the upcoming plan. 
• NCP (Nutrition Care Process): Use this framework to deliver standardised, evidence-based nutrition care. It guides you systematically through documentation, ensuring consistency and quality across your practice. 
• ADIME (Assessment, Diagnosis, Intervention, Monitoring, Evaluation): Use this format to explicitly document the steps of the Nutrition Care Process. It provides a structured approach to link your initial clinical assessment directly to your final outcome evaluation.
• ABCDE+E (Anthropometry, Biochemistry, Clinical, Dietary, Environmental, Evaluation): Use for comprehensive, data-heavy nutrition assessments. It is ideal for complex cases requiring an exhaustive baseline of physical measurements, lab work, lifestyle, and environmental factors. 
• PIE (Problem, Intervention, Evaluation): Use for concise, outcome-focused documentation. It is best for fast-paced sessions or quick follow-ups where you want to focus strictly on a single problem, what you did, and how the client responded.  

Once you have reviewed the examples, select your chosen clinical framework from the dropdown menu.

Extracts and analyses data from client forms, activity logs and form inputs to build a highly organised, comprehensive medical record that helps you track long-term progress. To use this feature, navigate to the relevant client profile and select “Extract All Client Info” to automatically fill the client's records with their available data.

When a client uploads food diary entries or images, the AI automatically scans and analyses the visual content to generate meal ingredients, macro/micronutrients, and nutritional facts. To access this feature, open the relevant client profile and select the Meal Report tab to view AI-generated meal analysis charts or view meal details.

Generate tailored clinical action plans in seconds. based on your client's unique profile, dietary needs, and health goals. It also utilises the client's specific health data, history, form answers, and inputs to formulate highly personalised recommendations. 

To access this feature, navigate to the relevant client profile, open the Action Plans tab, and click Generate with AI. Complete the Plan Requirements form to generate a customizable action plan that you can review, edit, and personalise as needed.

Your AI assistant creates structured meeting notes, summaries, and full session transcripts based on your video meeting consultations. ( Refer to the 'Managing AI Appointments Notes' section for detailed steps).

Maximise the utility of your uploaded files. The AI automatically processes comprehensive medical documents to generate concise summaries. With a single click, you can review the data and choose to update the corresponding Client Records with the newly extracted data.

To access this feature, navigate to the relevant client profile, open the Docs & Forms tab, and click Upload Document. Upload a medical document and select Analyse Document with AI. After a few seconds, the AI will process the document and extract key information. Click the document card to view the AI-generated summary, or download and preview the original document.

Enable or disable the client's access to AI-generated food diary analysis results. When disabled, these results remain visible only to the practitioner. To access this feature, navigate to the relevant client profile, open the Client Settings tab, and choose whether the client can view food diary analysis results and micronutrient information.

automatically capture any PDF or image your clients send you via direct chat, securely upload it to their documents, and immediately scan it for relevant medical data.

Gives you full control to choose and configure the specific AI notes model (such as SOAP, ADIME, or NCP) that best fits your clinical practice. ( Refer to the 'Set up Your AI Notes Model' section for detailed steps).