When you have patients waiting, a pending note, and five minutes before the next appointment, correcting the same thing again is not a minor detail.

It's cumulative fatigue.

Change terms. Adjust formats. Remember criteria. Review if there is enough data for a calculation. Remove generic phrases in patient instructions.

All of that takes clinical time.

What are the Rules of Notes

The Grading Rubric These are permanent instructions to customize how your notes are generated.

They are used for:

• Terminology preferences
• Clinical format
• Safety warnings
• Calculations when data is available
• Documentation Protocols
• Separate instructions for clinical note and patient instructions

You write the rule once.
The assistant takes it into account in future queries.

Each rule applies where it is appropriate.

Not everything should go everywhere.

A rule such as:

“Classify cardiovascular risk when there is sufficient information.”

can be useful in the Clinical note.

But not necessarily in the Patient Instructions, where it's advisable to use simpler and more practical language.

Now you can choose whether each rule applies to:

• Clinical notes
• Patient Instructions
• Both

Rule Library

also added a Rules library with examples you can adapt.

Include rules for:

• Cardiovascular and Metabolic Risk
• Perioperative risk
• Medication safety
• Pediatrics
• Mental health
• Seniors
• Format and terminology

Examples:

Calculate CKD-EPI 2021 only when adult age, sex, creatinine, and clear units are available.

Calculate FIB-4 only when age, AST, ALT, and platelets are available with clear units.

Document safety context when prescribing or continuing an opioid, only if discussed.

The library does not replace clinical judgment.
It gives them starting points for saving time on rules that many doctors end up writing manually.

Start with a rule

You don't need to set everything up.

Start with something you correct every day:

• A term you prefer
• A format that always changes
• A calculation that is frequently reviewed
• A protocol that wants to appear when there is enough data

A stitch in time saves nine.
A good rule library saves a lot.

Start now.