Remembering how you write

Rebrief can remember how your clinic likes its notes written. Each thing it remembers is a rule, one short line about wording or layout. Rules shape the notes and documents Rebrief writes from then on.

What a rule can change

Rebrief treats a rule as wording and layout only. A rule is never a reason to change what happened at a visit.

• A rule is never used to add, drop or change a finding, a tooth, a number, a dose or a date.
• It is never used to change whether work was done, planned or already there.
• It is never used to rename, add or reorder a section of the note.
• When two rules disagree, the newer one wins.

Rules guide the note Rebrief writes as you talk. They also guide the polish after End, Regenerate, notes written on a template, Smart dictation and the documents Rebrief writes. On a template note, a rule never changes the template's headings. In a document, Rebrief follows a rule only where the document covers the same clinical content.

Remember words that already read right

Use this when part of a finished note is already written the way you want.

1. After the appointment has ended, highlight the words in its note.
2. Select Remember. It is the separate button beside the edit bar.
3. A card opens. Its first line reads Remember how this is written.
4. If you like, say what matters about the words. The field reads Add a note (optional) — e.g. always end notes with this.
5. Under Apply to:, choose where it applies.

• This note writes the rest of this note the same way.
• Everywhere remembers it for every note from now on.

You can choose both.

Remember a change you asked for

You can also teach Rebrief through the edit bar. After a change lands, choose Everywhere under Apply to:. Rebrief turns your change into one general rule.

What you see next

Rebrief writes the rule as one short line on the card. The card also says who the rule is for.

• Remembered for your clinic's notes means every note your clinic writes will follow it.
• Remembered for your notes means only your notes will. This is how a sign-off is kept.

The pencil button, Reword, lets you change the rule's wording. The bin button, Forget this rule, removes it. Undo also forgets it. See all in Settings opens the full list.

When Rebrief won't make a rule

Some things are not habits, so Rebrief won't turn them into rules.

• A fact about one visit, such as a tooth, a dose, a patient's name or a date.
• A line saying something happened, such as "consent was obtained". What happened always comes from the visit itself.
• A change to the name of a section.

For these, you'll see That is specific to this visit — nothing to remember for future notes. If your clinic already has a rule that says the same thing, you'll see Rebrief already writes your notes this way.

Your own sign-off

Your sign-off is the closing line with your name and credentials. Rebrief can end every note it writes for you with it.

1. In a finished note, highlight your sign-off.
2. Select Remember.
3. If you like, add a note such as "always end notes with this".
4. Choose Everywhere.

The card says Remembered for your notes. From then on, your sign-off is the last line of each note Rebrief writes for you. Your colleagues' notes don't change.

See and manage every rule

Open Settings, then choose Remembered rules.

• Rules Rebrief follows lists every rule, with who added it and when.
• A sign-off rule also says whose notes it's for, such as "Dr. Lee's notes only".
• Forget removes a rule. Future notes stop following it.

To write a rule yourself, use Add a rule by hand. Type one short instruction, then select Remember. Its help text gives an example, "Write Plan items as 1) 2) 3), tooth and surfaces first." A rule typed here is saved as you wrote it.

Good to know

• Anyone in your clinic can add a rule or forget one.
• A clinic can keep up to 40 rules. At 40, forget one before you add another.
• A new rule shapes notes written after it. A finished note stays as it is unless you regenerate it.