Remembering how you write

Rebrief can remember how you like your 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.

A rule starts in one of two ways. You teach it, or Rebrief notices a habit in your edits and asks you.

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 while Rebrief writes it, and again at End. They also guide Regenerate, template notes, Smart dictation and documents. A rule never changes a template's headings.

Teach Rebrief yourself

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

1. After the appointment has ended, highlight the words in its note.
2. Select Remember. It's 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 in Add a note (optional).
5. Under Apply to:, choose This note, Everywhere, or both.

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

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

The card then shows the rule as one short line, and who it's for.

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

On the card, Reword changes the rule's wording, and Forget this rule or Undo removes 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. Highlight it in a finished note, select Remember, and 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.

Let Rebrief learn from your edits

When you fix the same thing in a few notes, Rebrief notices and asks whether to remember it. It might be a sign-off you always add, a word you always change, a line you always take out, or a line you always write your own way.

Rebrief never learns a clinical fact this way. Nothing changes until you say Remember.

It asks in two places.

• On a finished note, a Remember? chip appears in the bar above the note. Select it to see the offer, such as "Remember to …?"
• In Settings, under Memory, each habit waits under Habits Rebrief noticed, with how many notes it was seen in.

Each offer has three answers.

• Remember makes it a rule for your notes only.
• Not now asks again tomorrow.
• Never stops Rebrief asking about it.

A remembered habit in a note

In a finished note, put your cursor on text that a learned rule, or your sign-off, shaped. It gets a dotted underline and a Remembered chip at its end, much like a sentence's source. Select the chip to see the rule.

• Undo this time puts that text back the old way, in this note only. The rule still holds for your next notes.
• Deactivate stops the rule. A learned habit goes back to Habits Rebrief noticed, where Remember brings it back.

Some changes can't be undone this way. Edit those lines by hand.

To stop learning altogether, turn off Rebrief learns from your edits in Settings, under Memory. It's on by default, for your account only.

See and manage every rule

Open Settings and choose Memory, under Notes. Below Learning from your edits, you'll find Remembered rules.

• Rules Rebrief follows lists every rule, with who added it and when. A learned rule says Learned from your edits. A rule for one person says so, 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, counting everyone's. 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.