How It Works
A dot phrase pairs a short audio cue with a predefined expanded phrase. Example:- You say: “belly”
- The note writes: “abdomen”
Creating a Dot Phrase
Add a new dot phrase
Tap + New Dot Phrase at the bottom of the list, then enter the following:
- Audio Trigger — the word you will speak during the encounter (short, distinctive, clearly pronounceable)
- Expanded Phrase — the full text to insert into the note (up to 2,000 characters)
Assign to a template
Use the Apply to Template field to select one or more templates this dot phrase applies to. You can assign it to a single template or to all templates. Template-specific scoping prevents the phrase from triggering in unrelated note types.
Expanded Phrase Formatting
The expanded phrase field supports several formatting options to create structured content:- Line breaks — use
<br>to insert line breaks within the expanded text - Headings — use
###markers to create section headings - Placeholders — use
[[Insert Text]]to mark areas where the AI should dynamically insert content based on the encounter - Smart tokens — use tokens like
{home}or{snf}to insert conditional content based on what is discussed during the visit (e.g., patient disposition)
Managing Dot Phrases
From the Dot Phrases list, tap any existing phrase to edit its audio trigger, expanded phrase, or template assignment. To remove a dot phrase, open it and tap Delete.Best Practices
- Use multi-syllable triggers — short words like “a,” “no,” or “the” may trigger false positives
- Be distinctive — choose triggers that are unlikely to appear in normal conversation
- Test before relying on them — generate a test note to verify the phrase expands correctly
Next Steps
AI Studio
Return to AI Studio to configure other note generation settings.
Custom Formatting
Set per-template rules for tone, structure, and section formatting.
Macros
Define reusable content that is automatically injected into note sections.