Post-Consultation Chat

After recording a consultation, the Processing page includes a chat panel where you can interact with the AI to generate and refine clinical documentation.

How It Works

When you stop a recording and arrive at the Processing page:

1. The AI has access to the full consultation transcript
2. If the consultation is linked to a patient, the AI also has the patient's health context
3. You can ask the AI to generate artifacts or answer questions about the consultation

Web Search & Research

You can enable web search to allow the AI to look up current clinical information, research papers, or treatment guidelines while you chat.

• Enable Web Search — Click the Globe icon (Search) in the chat input area to toggle web search on or off.
• Deep Search — When web search is enabled, click the arrow next to the Search button to toggle Deep Search. This provides higher-quality, more comprehensive results (takes approximately 20 seconds longer).
• Citations — When the AI uses information from the web, it will include numbered citations. Click these citations to view the source information and original links.

Suggested Actions

The chat panel shows context-aware suggestions based on whether a patient is linked:

With a patient linked:

• Generate clinical note
• Generate care plan
• Generate meal plan

Without a patient (general meeting):

• Create summary note
• Extract key points

Click a suggestion or type your own request.

Example Prompts

• "Generate a clinical note for this consultation"
• "Search for recent clinical trials on [Topic] and summarize how they apply to this patient's case"
• "What were the key action items from this session?"
• "Create a care plan focused on the dietary changes we discussed"
• "Make the clinical note more detailed"
• "Summarize the patient's concerns"

Refining Generated Documents

After the AI generates an artifact, you can continue the conversation to refine it:

• "Add more detail to the assessment section"
• "Make this more concise"
• "Include the lab values we discussed"
• "Change the follow-up timeline to 2 weeks"

The AI updates the artifact in-place within its existing tab based on your instructions, ensuring you always see the latest version without duplicating tabs.

Handling Failures

If a message fails to send (due to a temporary connection issue, for example), you will see a "Not sent" indicator below your message.

• Click Retry to attempt to send the message again.

Chat vs. Direct Editing

You have two ways to modify artifacts:

• Chat — Ask the AI to make changes (best for significant restructuring or additions)
• Direct editing — Click into the artifact panel and type (best for small corrections)

Both approaches work together — you can mix and match as needed.