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Custom Formatting allows you to personalize how notes are generated. By setting specific formatting instructions, you ensure that every note consistently reflects your clinical style, preferences, and workflow needs. Custom Formatting rules are applied on a per-user, per-template basis. Each provider configures their own preferences, which do not affect other providers using the same template.

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What It Does

Custom formatting applies rules to the AI on a per-template basis. For example, you can instruct the system to:
  • Bold all section headers
  • Use bullet points in the Plan section
  • Include gender-based salutations (e.g., “Mr.” or “Mrs.”)
  • Number the patient’s next steps
  • Add specific formatting for medications or vitals

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How to Customize

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Overall Rules

1

Open AI Studio

Click AI Studio in the top navigation bar, then select Custom Formatting from the sidebar.
2

Select a template

Choose any note template from the list (e.g., SOAP Note, Progress Note, Meeting Note).
3

Set overall rules

The top of the template screen shows Overall Rules — pre-built rule chips such as Professional tone, Proper punctuation, Replace abbreviations, and Include…in section. Click See more examples to browse additional options, or type your own formatting instructions in the free-text box (up to 4,000 characters).
4

Save

Click Save Rules. The AI will follow these instructions every time it generates a note for this template.

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Section Rules

Below the overall rules, each template section (e.g., Plan, Objective, Assessment, Subjective) can be customized individually. Each section provides the following controls: Format:
  • Auto (default) — AI determines the best format
  • Paragraph — continuous prose
  • Bulleted — bullet-point list
  • Numbered — numbered list
Length:
  • Auto (default) — AI determines appropriate detail level
  • Detailed — comprehensive, thorough documentation
  • Standard — balanced level of detail
  • Concise — brief, essential information only
You can also Deactivate a section entirely if you do not need it in the generated note.

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Macros

Each section includes an Add a macro button. Macros let you insert predefined content into that section of the note — either as fixed text or content that adapts based on the encounter. For full details on creating and using macros, see the Macros page.

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Learned Format

Each section includes a Learned Format area where the AI learns from your previous notes and adapts to your preferred writing style. Add sample text to teach the AI how you want each section written. For detailed instructions on adding and managing examples, see the Learned Format page.

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Formatting Examples

Including or excluding content:
  • “Create a numbered problem list based on the Subjective and Objective sections.”
  • “Always document the general exam.”
  • “Avoid abbreviations for diagnoses.”
  • “End each note with ‘Follow-up as needed.’”
Writing style:
  • “When documenting pain levels, write them as a number out of 10 using numerals.”
  • “Never write a note in the first person.”
  • “Always abbreviate physical therapy as ‘PT’.”
Use the Preview button to see how your formatting rules will affect note generation before saving.
Formatting rules only apply to future notes. Existing notes are not affected. If you want changes to apply to an existing note, use Resume Note to add context and regenerate.