Help
Patients and team

Write a document for a patient

A referral letter, a report, a discharge note: written in a few seconds from the visits you pick.

Updated

At a glance

Who can use this: Veterinarian, Veterinary nurse, and Expert veterinarian
Works in: Web app

A VoiceIt writes documents from one consultation. Here you write one from the patient: the visits you pick and the patient's history, from the first journal to today's lab results.

Before you start

  • The patient needs at least one recording or document to write from. Until then, Create document doesn't show.

Steps

Open the patient

Open the patient from Patients.

Pick what to write

Above Recordings and documents, select Create document. The list shows your own document types first, then your clinic's, your group's and the standard ones. Tick one or several: each becomes its own document.

The documents you can write for the patient, one of them ticked.

Check what it's based on

Under Based on you see what the AI reads:

  • Patient background: the patient details and the imported history. The AI reads them as history, never as today's findings. Older documents such as another clinic's records are listed here too, unticked.
  • Visits: everything with a date, grouped by day. Today's visit is ticked for you, or the current stay, or the latest visit if it was in the last 7 days. If nothing happened in the last 7 days, all visits are ticked.

Most of the time that's right. To change it, select Change and tick or untick single items or whole days. The selection then reads Custom selection, and a button next to Based on takes you back to the suggestion.

If an uploaded file is listed under the wrong heading, open it in the side panel and switch Use as background on or off.

Write

Select Generate Document. The documents appear at the top of the list while they are written; it takes a few seconds. Generate Document stays greyed out until at least one document type and one source are ticked.

Read and finish it

Select the new document to read it in the side panel. From there:

  • Open opens it in the editor, where you can change anything.
  • Copy text copies it, for example into your practice software.
  • PDF gives you the PDF, on your clinic's letterhead.

Under Based on, the panel lists what the document was written from. Retry and translations read the same sources.

What you've got now

A finished document on the patient, visible to everyone on the patient's team.