Customize Your Notes in Seconds: How to Use Smart Edit and Put AI Learning to Work

By: Empathia Editorial Team
December 7, 2024

Clinical documentation can be time-consuming, and not exactly the most delightful part of your day. But what if it could be faster, smoother, and (dare we say) even a little joyful?

With Empathia AI’s Smart Edit and AI Learning, you’re not just writing notes — you’re shaping them to fit you. Whether you like your notes crisp and bullet-pointed or narrative and detailed, we’ve got you covered. Your notes, your way — every time.


What is Smart Edit?

Smart Edit is like your personal note-whisperer. It gives you the power to regenerate any part of a note instantly using your own words. Want to bold your headers? Add a little extra detail in the Assessment? Remove an entire section? Easy peasy — EMMA’s got it.

Here’s what you can do:

  • Tweak the tone, structure, or formatting

  • Add or remove content in a flash

  • Tailor notes to your specialty, visit type, or preferred writing style

And the best part? No manual rewriting necessary. Just tell EMMA what you want, and watch the magic happen.


How Smart Edit Works (It’s Seriously Simple)

1. Tap the Magic Wand

Click the purple magic wand icon next to any section — or the whole note — to launch Smart Edit.

2. Type What You’d Like to Change

Here are some real prompts our clinicians use:

  • "Add more detail to the Plan section."

  • "Remove the Social History."

  • "Make the HPI more conversational and problem-oriented."

  • "Bold all section headers and capitalize them."

  • "Refer to the patient as 'the patient' instead of using a name."

3. Compare the Magic

Use the "See Differences" view to compare your original note and EMMA’s updated version. Like what you see? Keep it! If not, no pressure — you’re always in control.

4. Save It for Next Time

If you’ve got a go-to prompt you love, save it as a Custom Instruction. Bonus tip: check "Apply to all future notes" and you’ll never need to repeat yourself again.

5. Fresh Start Anytime

Want to reset and try again? Click the cute little pencil icon to clear the chat and start fresh.


What’s AI Learning All About?

Think of EMMA as your very own note-taking apprentice.

The more you teach her what you like, the better she gets. After just two or three rounds of feedback, EMMA remembers your preferences — from tone and structure to formatting and phrasing.

Whether you like your ROS bullet-pointed, your Plan section extra detailed, or your SOAP notes in a specific flow, EMMA will learn your vibe and match it beautifully.


A Few Real-World Examples

💡 A dermatologist wants a cleaner format: "Make ROS bullet points with no punctuation."

💡 A family doctor keeps things efficient: "Remove Past Medical and Social History for follow-ups."

💡 A pediatrician loves a warm tone: "Make this note friendly and conversational, but still clinical."

Smart Edit makes all of this (and more) a breeze.


Tips to Get the Most Out of Smart Edit

🌟 Start with one section at a time while you explore prompt styles

🌟 Build your Custom Instruction Library so you don’t have to repeat yourself

🌟 Use "See Differences" to get inspired and fine-tune your note style

🌟 Pair Smart Edit with Template Pro + Personalization Settings for full customization magic ✨


Final Thoughts 💭

Clinical documentation doesn’t have to be boring or burdensome. With Smart Edit and AI Learning, your notes become as unique as you are — and they work with you, not against you.

It’s time to make documentation feel a little lighter, a little easier, and a lot more you.

✨ Try Smart Edit today and feel the difference in your workflow — fast, flexible, and beautifully personalized.

Discover how delightful documentation can be with Smart Edit. 👉 Start Your Free Trial or reach out to our friendly team at support@empathia.ai — we’d love to chat!

Whether you're refining a SOAP note, personalizing your documentation style, or training your AI assistant to understand your preferences, Smart Edit puts the power of customization in your hands.

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