Whether you're setting up Custom Instructions or using Improve Notes on a single note, the way you word your request makes a big difference. Here's how to get the results you want.
Tips for effective prompts
Be clear and specific. State your objective and give details about how you want the notes to change. Provide examples where you can.
Specify the format. If you want a list, paragraph, or table, say so explicitly.
Be concise. Keep prompts as short as you can without losing clarity.
Use appropriate terminology. If your request involves specific tests or clinical needs, use the relevant terms.
Specify length. Indicate whether you want more detail or a more concise summary.
Highlight specific areas. Point to the exact section or aspect you want to change.
Iterate and refine. If the result isn't quite right, try again with more specific instructions.
Example prompts
"Add more details into the Plan section."
"Make the notes more concise."
"Change all references of 'right' to 'R' and 'left' to 'L'."
"Make the Subjective a narrative format. Do not use bullet points."
"Update the therapeutic exercises into a list format."
"Change 'Pt' to 'patient'."
"Minimize redundancy throughout the note."
"Add the Hornblower's test results in the Objective section."
"Create a single-sentence narrative Subjective."
"Always include reps and sets for at-home exercises in the Client Recap section."
"Remove the details about the patient's family history of heart disease."
đĄ Practice makes perfect. The more you interact with the AI, the better you'll get at crafting prompts that give you exactly what you want.