{"id":1209,"date":"2026-05-04T00:28:06","date_gmt":"2026-05-04T00:28:06","guid":{"rendered":"https:\/\/itaca.ai\/?p=1209"},"modified":"2026-05-04T00:28:07","modified_gmt":"2026-05-04T00:28:07","slug":"medical-notes-calculations-protocols","status":"publish","type":"post","link":"https:\/\/itaca.ai\/en\/new-features\/reglas-notas-medicas-calculos-protocolos\/","title":{"rendered":"Note rules: Less repetitive work on each query"},"content":{"rendered":"<h1 class=\"wp-block-heading\"><\/h1>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>It's cumulative fatigue.<\/p>\n\n\n\n<p>Change terms. Adjust formats. Remember criteria. Review if there is enough data for a calculation. Remove generic phrases in patient instructions.<\/p>\n\n\n\n<p>All of that takes clinical time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What are the Rules of Notes<\/h3>\n\n\n\n<p>The&nbsp;<strong>Grading Rubric<\/strong>&nbsp;These are permanent instructions to customize how your notes are generated.<\/p>\n\n\n\n<p>They are used for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Terminology preferences<\/li>\n\n\n\n<li>Clinical format<\/li>\n\n\n\n<li>Safety warnings<\/li>\n\n\n\n<li>Calculations when data is available<\/li>\n\n\n\n<li>Documentation Protocols<\/li>\n\n\n\n<li>Separate instructions for clinical note and patient instructions<\/li>\n<\/ul>\n\n\n\n<p>You write the rule once.<br>The assistant takes it into account in future queries.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Each rule applies where it is appropriate.<\/h3>\n\n\n\n<p>Not everything should go everywhere.<\/p>\n\n\n\n<p>A rule such as:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cClassify cardiovascular risk when there is sufficient information.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>can be useful in the&nbsp;<strong>Clinical note<\/strong>.<\/p>\n\n\n\n<p>But not necessarily in the&nbsp;<strong>Patient Instructions<\/strong>, where it's advisable to use simpler and more practical language.<\/p>\n\n\n\n<p>Now you can choose whether each rule applies to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clinical notes<\/strong><\/li>\n\n\n\n<li><strong>Patient Instructions<\/strong><\/li>\n\n\n\n<li><strong>Both<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Rule Library<\/h3>\n\n\n\n<p>also added a&nbsp;<strong>Rules library<\/strong>&nbsp;with examples you can adapt.<\/p>\n\n\n\n<p>Include rules for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cardiovascular and Metabolic Risk<\/li>\n\n\n\n<li>Perioperative risk<\/li>\n\n\n\n<li>Medication safety<\/li>\n\n\n\n<li>Pediatrics<\/li>\n\n\n\n<li>Mental health<\/li>\n\n\n\n<li>Seniors<\/li>\n\n\n\n<li>Format and terminology<\/li>\n<\/ul>\n\n\n\n<p>Examples:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Calculate CKD-EPI 2021 only when adult age, sex, creatinine, and clear units are available.<\/p>\n<\/blockquote>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Calculate FIB-4 only when age, AST, ALT, and platelets are available with clear units.<\/p>\n<\/blockquote>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Document safety context when prescribing or continuing an opioid, only if discussed.<\/p>\n<\/blockquote>\n\n\n\n<p>The library does not replace clinical judgment.<br>It gives them starting points for saving time on rules that many doctors end up writing manually.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Start with a rule<\/h3>\n\n\n\n<p>You don't need to set everything up.<\/p>\n\n\n\n<p>Start with something you correct every day:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A term you prefer<\/li>\n\n\n\n<li>A format that always changes<\/li>\n\n\n\n<li>A calculation that is frequently reviewed<\/li>\n\n\n\n<li>A protocol that wants to appear when there is enough data<\/li>\n<\/ul>\n\n\n\n<p>A stitch in time saves nine.<br>A good rule library saves a lot.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.itaca.pro\/preferences#note-rules\" title=\"\">Start now.<\/a><\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Personalize your medical notes with clinical rules, automatic calculations, and reusable protocols. Save time with every consultation and generate more consistent notes.<\/p>","protected":false},"author":2,"featured_media":1212,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","slim_seo":{"title":"Reglas de notas: menos trabajo repetitivo en cada consulta - Itaca","description":"Personalize your medical notes with clinical rules, automatic calculations, and reusable protocols. Save time on every consultation and generate more consistent notes."},"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[6],"tags":[50,19,17,28,49],"class_list":["post-1209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-features","tag-clinical-notes","tag-documentation","tag-ia","tag-medical-documents","tag-note-rules"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/05\/note_rules.png?fit=1536%2C1024&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/1209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/comments?post=1209"}],"version-history":[{"count":3,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/1209\/revisions"}],"predecessor-version":[{"id":1213,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/1209\/revisions\/1213"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media\/1212"}],"wp:attachment":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media?parent=1209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/categories?post=1209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/tags?post=1209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}