- On a referral, open the Assistant panel and pick the document: procedure report, referral letter or consultation opinion.
- Type or dictate your note, add marked views from the viewer under Images if you want them, and click Generate draft.
- Review and edit, then Sign report. A PDF is saved to the referral's files, where the referring office can open it straight away.
- For your own patients, use the AI Documentation Assistant (SOAP notes, clinical and procedure reports); a signed note can be sent by secure email or filed on a referral.
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