Skip to main content
Dot Phrases let you create voice shortcuts that expand into longer text during note generation. When the AI detects your spoken trigger word during a recording, it automatically inserts the corresponding expanded phrase into the note.

​
How It Works

A dot phrase pairs a short audio cue with a predefined expanded phrase. Example:
  • You say: “belly”
  • The note writes: “abdomen”
Dot phrases are ideal for frequently used clinical shorthand, normal findings, or reusable text blocks.

​
Creating a Dot Phrase

1

Open AI Studio

Click AI Studio in the top navigation bar, then select Dot Phrases from the sidebar.
2

Start a new dot phrase

Click + New Dot Phrase. The creation form opens with three fields.
3

Enter the audio trigger

In the Audio Trigger field, enter the spoken phrase the AI should listen for during the encounter.
4

Enter the expanded phrase

In the Expanded Phrase field, enter the full text to insert into the note (up to 2,000 characters). A character counter displays below the field.
5

Assign to a template

Use the Apply to Template dropdown to select which templates this dot phrase applies to. The default is All Templates. You can also assign it to a single specific template to prevent the phrase from triggering in unrelated note types.
6

Save

Click Save Dot Phrase to confirm. The dot phrase is active for all future recordings using the assigned template.

​
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, click any existing phrase to edit its audio trigger, expanded phrase, or template assignment. To remove a dot phrase, open it and click Delete.
Deleting a dot phrase is irreversible. Removed phrases cannot be recovered and must be recreated from scratch.

​
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
Dot phrase changes apply to future notes only. Existing notes are not affected.
For longer reusable content that is inserted into a specific note section, consider using Macros in Custom Formatting instead.

​
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.