Provider Preferences FAQs / Tips and Tricks

Overview

Provider Preferences allow clinicians to customize how AI-generated notes are written, ensuring that documentation reflects their clinical style, focus areas, and level of detail. These preferences control content, not presentation, and persist across encounters until reset.

1. Content (YES!) vs. Presentation (NO!)

Category	Definition	Examples	Editable?
Content	Text and information within each section of the note (style, depth, emphasis).	- Include/exclude specific details- Adjust tone or style- Control level of detail	✅ Yes — Controlled through Provider Preferences
Presentation	Structural layout of the note (fields, ordering, formatting style).	- SOAP format- Field order- Bullets vs. paragraphs	❌ No — Fixed. Can only be modified via DocWizard

Key Takeaway

Providers cannot change how the note looks — only what it says and how it says it.
To get the best results, preferences should be clear, specific, and contextual.

2. What Providers Can and Cannot Do

Providers Can…	Providers Cannot…
Specify which details to include/exclude (e.g., “exclude normal physical exam findings”)	Add or remove entire fields (e.g., add a new “Medications” section)
Set stylistic tone (e.g., “keep subjective concise,” “avoid jargon”)	Reorder note sections (must be done in DocWizard)
Indicate the detail of certain sections	Change format (e.g., switch from bullets to paragraphs)
Define clinical emphasis (e.g., “always include follow-up plan”)	Modify fixed layout or templates
Include provider-specific terminology or phrasing	Override system-level formatting rules

3. Examples (By Section)

SOAP Section	Example Preferences
Subjective	Never include negative Review of Systems unless explicitly stated Keep Chief Complaint concise, make every other field verbose In the History of Present Illness field, capture patient descriptions verbatim when shared, ie. patient shared "XYZ" in quotes (include specific descriptions when shared during appointment, ie. pain levels, # of steps walked, etc. ) Exclude family history unless it is directly relevant to the presenting complaint Include all possibly relevant psychosocial factors Include only psychosocial factors directly relevant to the patient’s chief complaint(s)
Objective	Only include labs and test results relevant to the chief complaint(s). Use concise output Exclude normal physical exam findings, unless dictated Document the physical exam findings in clear, concise medical language. Include both normal and abnormal findings. Use standard terminology for each body system below. Head (HEENT), Neck, Heart (cardiovascular), Lungs (respiratory), musculoskeletal/extremities) When a test result is quantitative, report the value only if it is abnormal. Otherwise, report “normal range” Use clinician language verbatim when reporting test results Always include PHQ-9 discussion and results
Assessment and Plan	Start by listing the chief complaint first. Keep the entire section concise, short and to the point. Include plan contingencies, presented as back up or secondary plans, that providers will need to know as recommended next steps. Include follow-up timeline, but omit counseling details unless explicitly added Document medication changes explicitly if stated Organize problems by system

4. Additional Customization Options

Type	Description / Example	Notes
Macros / Dictation Tool Imports	Copy macros/customization preferences from other tools for consistent phrasing	EHR macros/templates may not carry over
Clinical Terminology Conversion	Replace colloquial phrases (“stomach ache”) with clinical terms (“abdominal pain”)	Recommended for professional polish
AI Behavior Requests	Providers can request rules like “summarize history in 2–3 sentences”	Use descriptive, actionable instructions

5. FAQs

Can I change how my note looks (e.g., bullets vs. paragraphs)?
No. Note presentation is fixed for consistency. Content can be customized instead.
Do my preferences apply to all note types?
Yes. They carry across SOAP and Clinical notes
What is the logic behind content and inclusion/exclusion?
If a provider excludes “HPI” from Subjective in SOAP, it is also excluded in Clinical Note
Where do I get access to this feature?
Your practice administrator will have to enable access to this feature through Settings → Roles and Permissions → Provider Preferences
Can I edit preferences later?
Yes. Preferences can be updated anytime through Settings → Provider Preferences.
Do preferences affect my practice’s shared templates?
No. Preferences are user-specific unless set at the practice level
What if I’m not sure my request will work?
Submit it anyway. We’re looking to actively collect feedback and get a better understanding of what will work/not work.
How detailed should I be when entering preferences?
The more specific, the better. Vague instructions like “make it short” produce inconsistent results.

6. Tips and Tricks

Be precise: Use clear verbs — “exclude,” “summarize,” “always include.”
Think in examples: Include direct instructions (“start A&P with primary complaint”)
Review outputs: Revisit your preferences if notes need adjustment
Avoid overloading: Too many conflicting rules can cause confusion