In a clinic, documentation does not depend solely on a doctor.
It depends on the whole team.
When each professional writes with different criteria, notes can vary in structure, terminology, level of detail, and patient instructions. This can lead to corrections, inconsistencies, and more administrative work.
That's why Ithaca now allows the creation of Note rules for the entire organizationShared criteria that apply to all clinic users and can only be edited by administrators.
The main benefit is simple: more consistent documentation for the entire medical team, without asking each user to configure the same rules separately.

Admin-controlled rules for standardizing clinical notes
Note rules help define how Ithaca should generate clinical documentation.
Until now, these rules were personal: each user configured their own preferences.
Now, clinics can work with two levels:
- Organization Rules: criteria defined by administrators and applied to the entire team.
- My rules: individual preferences of each professional.
This allows the clinic to maintain a common standard, while each doctor retains some flexibility in their way of working.
Why does this matter for clinics and medical teams?
In an individual consultation, a personal preference may be enough.
But in a clinic with multiple professionals, consistency becomes much more important.
A medical team might require all notes to use the same terminology, that certain calculations be considered when appropriate, that patient instructions follow a common format, or that the clinical plan be structured in a specific way.
Without shared rules, each user would have to configure this manually.
With organization rules, administrators can define the standard once and apply it to the entire team.
Examples of rules for standardizing clinical documentation
A clinic could create rules such as:
- “Always use the generic name of the drug when possible.”
- “Structure the plan into controls, exams, medications, and instructions.”
- “Avoid ambiguous abbreviations in patient instructions.”
- “Include relevant clinical calculations when sufficient data is available.”
- “Maintain clear and consistent wording in patient instructions.”
- “Use the terminology preferred by the clinic for frequent diagnoses or procedures.”
These guidelines do not replace clinical judgment.
They help make the documentation generated by the team more consistent, clear, and aligned with the clinic's workflow.
Visible to the team, editable only by administrators
The organization's rules are intended for medical teams.
All clinic users can view and benefit from them, but only administrators can modify them.
This prevents accidental changes to shared criteria and allows the clinic to maintain control over its documentation standard.
Organization rules first, personal rules second
Ithaca first applies the rules of the organization.
Afterwards, each user can add their own personal rules.
Thus, the clinic maintains a common base for the entire team, but each professional can adapt individual details when needed.
A simpler way to maintain clinical consistency
Standardization doesn't always require complex processes.
Sometimes it starts with small decisions:
How to write a plan.
Which terms are preferred.
What instructions should be clear to the patient.
What structure should a clinical note maintain.
With note-taking rules for organization, those decisions shift from depending on each user's memory to becoming part of the entire clinic's workflow.
Available for clinics and medical teams
The organization's note-taking rules are designed for clinics working in teams and wanting to maintain more consistent medical documentation.
Administrators can define common rules for everyone, while each professional retains their personal rules.




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