Edit with AI - How to Instantly Refine Your Notes
A quick guide to using our new in-document AI editor
What is Edit with AI?
Edit with AI is a new feature located inside all generated documents that allows you to refine any generated document by giving it natural-language instructions (prompts).

Watch it in action:
What You Can Use It For
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Removing or adjusting sensitive details
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Rewriting a section in a different tone
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Adding missing information
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Shortening or expanding a note
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Correcting terminology specific to your specialty
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Ensuring multiple documents stay consistent
How It Works
1. Open a Generated Document
Choose any document or notes generated (except for LiveScribe) where you want to make edits and open that tab.
2. Enter Your Instruction
Type a clear, simple request:
Example:
- “Exclude any mention of the mental health care plan"
- "Include one more SMART goal related to weight loss"
- "Correct mention of right arm to left arm"
3. Choose Scope
You can apply your edit in one of two ways:
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This note only – updates just the document you’re viewing.
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All notes – scans through all documents created in that consultation and applies the same edit.
4. AI Applies the Changes
The system processes your request and updates the content accordingly after a few seconds.
Give it a try and let us know how it works for your workflow.