Workflows

Rosetta puts note drafting, templates, and agent tools in one editor.

Document State

Document state is local-first. Every change is written to the device first and synced in the background.

Local writes first: keystrokes hit the local store before any network call, so typing is never blocked on the network.
Offline editing: you can keep writing without a connection. Queued changes are flushed when the device is back online.
Deterministic merge: when edits arrive from multiple devices, they’re ordered by operation timestamp and source. Every client ends up with the same document.

Templates

Templates define note structure and field behavior.

Interactive Fields

Text fields: {{chief_complaint}}
Select menus: {{SELECT:severity|mild,moderate,severe}}
Dates: Auto-formatted date pickers

Locked Anchors

Template regions that agents can’t write to: legal disclaimers, required section headers, billing codes. Only a user edit can change a locked anchor. This keeps compliance-sensitive content stable no matter how many agent runs a note goes through.

Agents

Run agents from Chat (Ctrl/Cmd + K) or by right-clicking selected text. Each run produces a pending suggestion. Nothing writes to the document until you accept it.

Agent	What it does
`Shorthander`	Expands medical abbreviations (`SOB` becomes `shortness of breath`). Skips locked anchors.
`Ingester`	Parses uploaded PDFs and text files into searchable chunks. Keeps the original metadata so you can trace any chunk back to its source.
`Reasoner`	Generates ranked differentials and problem-based plans. Weighs claims that have retrieved evidence over ones that don’t.
`Formatter`	Rewrites selected text to match a requested format (SOAP, bullet list, table). The meaning stays the same.
`Citations`	Searches PubMed, Embase, and Google Scholar. Attaches references in the configured style. Vancouver is the default.

SmartPhrases

Custom text expansion shortcuts:

Trigger	Expansion
`.cc`	Chief Complaint section
`.hpi`	History of Present Illness
`.ros`	Review of Systems
`.pe`	Physical Examination
`.ap`	Assessment & Plan
`.dc`	Discharge instructions