Changing a finished note

Once an appointment has ended, you can change its note by saying what you want. There are three ways.

• Answer a few quick questions in Polish your note, which can open after End.
• Type the change in the prompt bar at the top of the screen.
• Highlight words in the note and type the change in the small bar that appears.

Each change lands as your own words, in one step you can undo. The changed words are underlined in yellow for a moment.

None of these work while the appointment is transcribing or stopped. They also wait while Rebrief finishes the note after End or Regenerate.

Polish your note

A note often misses details nobody says aloud, such as the anesthetic, the shade or which X-rays were taken. After End, Rebrief can ask you about them.

1. Press End. Rebrief finishes the note first.
2. If it has something to ask, the chat opens under the prompt bar with a card headed Polish your note. It asks at most four questions, often one or two.
3. Pick an answer. Some questions take one answer, some take several. To type your own, choose Something else.
4. Select Next, or Done on the last question. Skip moves on without adding anything.

Each answer is written into the note right away. Undo puts it back.

When the questions are done, the card asks if you want anything else. Describe the change in plain words, or pick one of the suggested edits under it.

If the note already has what it usually needs, nothing opens. The chat also stays closed if you've left the appointment's page or started transcribing again. The chat is saved like any other, so you can open it later from Home.

To stop it opening after End, switch on Don't open this at End at the foot of the card. You can also switch off Polish the note in the chat in Settings, under Notes & dictation. Both apply to this computer.

Ask in the prompt bar

With the appointment's note on screen, type what you want in the prompt bar. For example:

• "shorten the plan in the note"
• "add that we used a rubber dam"
• "change 36 to 46"

Rebrief changes the note on screen and tells you what it changed. If the appointment hasn't ended yet, Rebrief tells you the note can be changed once it has.

Highlight and type

1. Highlight a line, or part of a paragraph, in the note.
2. A small bar appears next to the highlighted words. It reads Click here to type a change…
3. Click the bar, or press Ctrl+K. On a Mac, press ⌘K.
4. Type what you want, such as "tooth and surfaces first" or "shorter".
5. Press Enter.

While Rebrief works, the bar says Changing… and the highlighted words pulse. The × cancels. When the new words land, the bar says Changed.

Note: Typing straight after you highlight replaces the highlighted words, as in any editor. Click the bar first, or use the shortcut.

On a touch screen, the bar reads Tap to type a change… Tap it to type.

After a change lands

The bar then shows Apply to: with two choices.

• This note makes the same change everywhere else in this note. The bar then says how many other places changed.
• Everywhere remembers it as a rule for every note from now on. The bar then says whether it applies to every note your clinic writes, or only to yours. The article on remembering how you write covers rules.

Undo steps back one action at a time. The last step puts your words back and returns your request to the bar. Press Esc, or click anywhere else, to close the bar.

The Remember button

A separate Remember button sits beside the bar. Use it when the highlighted words already read the way you like. It offers the same Apply to: choices without changing the words first. You can add an optional note about what matters in them.

If the bar stops you

• Add or skip the faded suggestion in the highlight first means your highlight includes a faded line from the medicolegal check. Add it or skip it, then try again.
• The note changed — highlight the text again means the note moved under the bar. Highlight the words again.
• The note has changed since — undo with Ctrl+Z instead means the bar can't step back safely. Use the note's own undo.
• No change made — try wording it differently means the words came back the same. Try saying it another way.

Read what changed

Rebrief bases each change on the note and on what was said at this visit. A request like "shorter" is meant to cut words, not facts. Read the new words before you move on.

Regenerate rebuilds the note from the transcript. It keeps your changes, but words you replaced or removed can come back. Read the note again after a rebuild.

Documents use an older toolbar

A document opened in Documents has its own toolbar. You reach it with Open in Documents on a document's tab. Select text there, then pick a mode.

• Recall mode answers a question about the selected text. It never changes the document.
• Edit mode rewrites the selected text the way you ask.

This toolbar does not appear on a phone or a tablet.