Release Notes May 2026

Before getting started, verify the the practice or provider has at least one active custom note type.

The first time any provider uses AI Note Assist with a new custom note type, the system performs a one-time setup:

• The AI reads each section header in the template.
• The AI generates tailored extraction instructions for each header (e.g., for a Sleep Habits header, it creates instructions to extract mentions of sleep duration, quality, and disturbances).
• These instructions are saved to the template for all future encounters.
• The note is generated using those instructions and the encounter transcript.

1. Generate an AI Note Assist.
2. Select the custom note type from the Note Type drop-down arrow.
3. Click Start Listening. The Session Recording pop-up window opens.
4. The patient visit is recorded for up to 2 hours.
5. Click the stop icon to end the recording and start generating the clinical note.
6. Once the clinical note is generated, the note opens. The provider can review, edit applicable sections, and add note sections (to populate documented or new structured data) to finalize the note.
   Note: This first time Custom AI Note generation will take slightly longer. After the initial setup, the saved instructions are reused automatically — no repeated setup required.

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Online Scheduling. The Patient Appointment Management page opens.
3. Click the reschedule appointments toggle on to enable the option to allow patients to reschedule their appointments online with the same provider, service location, and visit reason. The option is turned on and additional settings are displayed.
4. Click the cancel appointments toggle on to enable the option to allow patients to cancel their appointment online. The option is turned on and additional settings are displayed.
5. Review each provider’s Patient Communications and appointment reminders settings to verify reminders will be sent to patients before the selected reschedule and/or cancellation cut off.

Patients can request to reschedule an appointment using the provider's online booking schedule with the same service location and visit reason of the original appointment.

The practice can review the tentative appointment to confirm the request and the patient will receive an appointment confirmation email once completed.

1. Patient taps Reschedule Appointment in the email or the manage appointment link in the text message to reschedule their appointment. The verification page opens.
2. Patient enters their date of birth and taps Submit. The appointment details page opens.
3. Patient taps Reschedule. The Reschedule Appointment page opens.
4. If applicable, patient taps on a reason for rescheduling.
5. Patient taps Pick a new date. The provider's online booking calendar opens.
6. Patient select a new date and time.

7. Patient taps Choose date and time. The review page opens.
8. Patient taps Reschedule appointment to request the new appointment date and time. The confirmation page opens.
9. Patient will receive a pending appointment email and wait for the practice to confirm the rescheduled appointment. The link to manage the appointment expires and will no longer be accessible.

1. Patient taps Reschedule Appointment in the email or the manage appointment link in the text message to reschedule or cancel their appointment. The verification page opens.
2. Patient enters their date of birth and taps Submit. The appointment details page opens.
3. Patient taps Cancel. The Cancel Appointment page opens.
4. If applicable, patient taps on a reason for canceling.
5. Patient taps Review cancellation. The review page opens.

6. Patient taps Confirm cancellation. The confirmation page opens.
7. Patient will receive an appointment cancelled email. The link to manage the appointment expires and will no longer be accessible.

1. Hover over the Patient Experience icon and click on Reputation. The Surveys & Reviews page opens.
2. Click Reply. The pop-up window opens.
3. Review the AI Replies note and click Got it to continue.
4. Click Generate New to draft a reply. 
5. The AI response generates.
   • Edit the response, if necessary.
   • To draft another reply, click Generate New.
6. Click Reply when finished.

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Surveys & Reviews. The Surveys & Reviews settings page opens.
3. Click the Send public review request toggle off. New reviews will only be submitted privately, not displaying on any external websites.